Institutional shares held 49.5 Million
0 calls
0 puts
Total value of holdings $3.16B
$0 calls
$0 puts
# of Institutions 279


Latest Institutional Activity in JHMM

Top Purchases

Q4 2025
Gilbert & Cook, Inc. Shares Held: 973K ($62.1M)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 210K ($13.4M)
Q4 2025
Amplius Wealth Advisors, LLC Shares Held: 673K ($42.9M)
Q4 2025
Diversify Advisory Services, LLC Shares Held: 11.1K ($706K)
Q4 2025
E Rn Financial, LLC Shares Held: 58.3K ($3.72M)

Top Sells

Q4 2025
Enzi Wealth Shares Held: 200K ($12.8M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 319K ($20.4M)
Q4 2025
Cooper Financial Group Shares Held: 5.24K ($335K)
Q4 2025
Synergy Asset Management, LLC Shares Held: 6.26K ($399K)
Q4 2025
Baker Ellis Asset Management LLC Shares Held: 190K ($12.1M)

About JHMM

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