Institutional shares held 4.98 Million
0 calls
0 puts
Total value of holdings $137M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in KJUL

Top Purchases

Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 39.3K ($1.08M)
Q1 2025
Gradient Investments LLC Shares Held: 368K ($10.2M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 2.06K ($56.9K)
Q1 2025
Onyx Bridge Wealth Group LLC Shares Held: 98.9K ($2.73M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 16.7K ($461K)

Top Sells

Q1 2025
Wood Tarver Financial Group, LLC Shares Held: 31.8K ($877K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 33.8K ($932K)
Q1 2025
Diligent Investors, LLC Shares Held: 55.9K ($1.54M)
Q1 2025
Crown Wealth Group, LLC Shares Held: 12.3K ($340K)
Q1 2025
Maltin Wealth Management, Inc. Shares Held: 190K ($5.24M)

About KJUL

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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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