Institutional shares held 33.4 Million
174K calls
60.5K puts
Total value of holdings $8.43B
$43.9M calls
$15.3M puts
# of Institutions 1,133


Latest Institutional Activity in IWO

Top Purchases

Q1 2025
Fund Evaluation Group, LLC Shares Held: 32.7K ($8.24M)
Q1 2025
D.A. Davidson & Co. Shares Held: 495K ($125M)
Q1 2025
Avantax Planning Partners, Inc. Shares Held: 32.9K ($8.3M)
Q1 2025
First Citizens Bank & Trust CO Shares Held: 16.9K ($4.25M)
Q1 2025
Sowell Financial Services LLC Shares Held: 11.2K ($2.83M)

Top Sells

Q1 2025
Churchill Management Corp Shares Held: 1.42K ($359K)
Q1 2025
Shepherd Financial Partners LLC Shares Held: 48.1K ($12.1M)
Q1 2025
Gamma Investing LLC Shares Held: 156 ($39.4K)
Q1 2025
Congress Asset Management CO Shares Held: 7.59K ($1.92M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.08M ($273M)

About IWO

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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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