Institutional shares held 23.6 Million
0 calls
0 puts
Total value of holdings $1.48B
$0 calls
$0 puts
# of Institutions 157


Latest Institutional Activity in JMEE

Top Purchases

Q3 2025
Capital Advisors Wealth Management, LLC Shares Held: 202K ($12.7M)
Q3 2025
Tcfg Wealth Management, LLC Shares Held: 111K ($6.99M)
Q3 2025
Verus Capital Partners, LLC Shares Held: 231K ($14.5M)
Q3 2025
Crestwood Advisors Group LLC Shares Held: 936K ($58.7M)
Q3 2025
Wealth Plan Investment Management, LLC Shares Held: 65.9K ($4.14M)

Top Sells

Q3 2025
Lpl Financial LLC Shares Held: 1.82M ($114M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 481K ($30.2M)
Q3 2025
Citadel Advisors LLC Shares Held: 8.05K ($505K)
Q3 2025
Freedom Financial Partners LLC Shares Held: 37.9K ($2.38M)
Q3 2025
Advisory Resource Group Shares Held: 243K ($15.3M)

About JMEE

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