Institutional shares held 7.25 Million
0 calls
0 puts
Total value of holdings $340M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in JSCP

Top Purchases

Q4 2024
Sky Oak Wealth, LLC Shares Held: 195K ($9.14M)
Q4 2024
Perigon Wealth Management, LLC Shares Held: 88.7K ($4.17M)
Q4 2024
Beaumont Financial Advisors, LLC Shares Held: 41.9K ($1.97M)
Q4 2024
Global Retirement Partners, LLC Shares Held: 29.7K ($1.39M)
Q4 2024
5th Street Advisors, LLC Shares Held: 426K ($20M)

Top Sells

Q4 2024
Lex Aurum Advisors, LLC Shares Held: 22.1K ($1.04M)
Q4 2024
Summit Wealth Partners, LLC Shares Held: 8.06K ($378K)
Q4 2024
D.A. Davidson & Co. Shares Held: 57.8K ($2.71M)
Q4 2024
Lowe Wealth Advisors, LLC Shares Held: 22.2K ($1.04M)
Q4 2024
Lodestone Wealth Management LLC Shares Held: 21.9K ($1.03M)

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