Institutional shares held 20.5 Million
0 calls
0 puts
Total value of holdings $1.12B
$0 calls
$0 puts
# of Institutions 99


Latest Institutional Activity in JMOM

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.6M ($638M)
Q1 2025
Kelly Financial Group LLC Shares Held: 43K ($2.36M)
Q1 2025
North Crest Asset Manangement, LLC Shares Held: 22K ($1.2M)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 6.11K ($335K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 6.62K ($363K)

Top Sells

Q1 2025
Daymark Wealth Partners, LLC Shares Held: 8.16K ($447K)
Q4 2024
Susquehanna International Group, LLP Shares Held: 16.1K ($884K)
Q4 2024
Signature Estate & Investment Advisors LLC Shares Held: 98.2K ($5.38M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 18.1K ($993K)
Q4 2024
Synovus Financial Corp Shares Held: 14.5K ($795K)

About JMOM

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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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