Institutional shares held 5.48 Million
0 calls
0 puts
Total value of holdings $99.3M
$0 calls
$0 puts
# of Institutions 41


Latest Institutional Activity in JSTC

Top Purchases

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 147K ($2.7M)
Q4 2024
Natural Investments, LLC Shares Held: 320K ($5.85M)
Q4 2024
Garrison Point Advisors, LLC Shares Held: 110K ($2.01M)
Q4 2024
Ima Wealth, Inc. Shares Held: 65.7K ($1.2M)
Q4 2024
North Berkeley Wealth Management, LLC Shares Held: 27K ($494K)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 58.7K ($1.07M)
Q1 2025
Tfc Financial Management Shares Held: 121K ($2.22M)
Q1 2025
Pfg Investments, LLC Shares Held: 64.4K ($1.18M)
Q1 2025
First Pacific Financial Shares Held: 41.8K ($765K)
Q4 2024
Pathstone Holdings, LLC Shares Held: 31.5K ($576K)

About JSTC

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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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