Institutional shares held 20.7 Million
0 calls
0 puts
Total value of holdings $526M
$0 calls
$0 puts
# of Institutions 70


Latest Institutional Activity in IQDF

Top Purchases

Q1 2025
Keybank National Association Shares Held: 2.23M ($57.2M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 555K ($14.2M)
Q1 2025
Brookstone Capital Management Shares Held: 10.4K ($266K)
Q1 2025
Nbc Securities, Inc. Shares Held: 2.93K ($75.1K)
Q1 2025
Red Tortoise LLC Shares Held: 46.3K ($1.19M)

Top Sells

Q1 2025
Umb Bank, N.A. Shares Held: 193K ($4.95M)
Q1 2025
Siligmueller & Norvid Wealth Advisors LLC Shares Held: 14.6K ($373K)
Q1 2025
Mather Group, Llc. Shares Held: 68.4K ($1.76M)
Q1 2025
Nbt Bank N A Shares Held: 12.7K ($327K)
Q1 2025
Bessemer Group Inc Shares Held: 4.78K ($123K)

About IQDF

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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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