Institutional shares held 792,893
13.3K calls
2.6K puts
Total value of holdings $30.7M
$514K calls
$100K puts
# of Institutions 68


Latest Institutional Activity in IPO

Top Purchases

Q1 2025
Burke & Herbert Bank & Trust CO Shares Held: 6.11K ($236K)
Q1 2025
North Star Investment Management Corp. Shares Held: 450 ($17.4K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 6.69K ($259K)
Q1 2025
Crewe Advisors LLC Shares Held: 163 ($6.31K)
Q4 2024
Synergy Asset Management, LLC Shares Held: 86.9K ($3.36M)

Top Sells

Q1 2025
Lansing Street Advisors Shares Held: 6.35K ($246K)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 5.66K ($219K)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 11.1K ($430K)
Q1 2025
Runnymede Capital Advisors, Inc. Shares Held: 991 ($38.4K)
Q1 2025
Oppenheimer & CO Inc Shares Held: 5.92K ($229K)

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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