Institutional shares held 3.25 Million
0 calls
0 puts
Total value of holdings $111M
$0 calls
$0 puts
# of Institutions 19


Latest Institutional Activity in MSTB

Top Purchases

Q1 2025
Alpha Star Capital Management, LLC Shares Held: 722K ($24.7M)
Q1 2025
Creative Financial Designs Inc Shares Held: 364 ($12.4K)
Q1 2025
Mutual Advisors, LLC Shares Held: 22.8K ($780K)
Q4 2024
Sigma Planning Corp Shares Held: 156K ($5.31M)
Q4 2024
Creative One Wealth, LLC Shares Held: 399K ($13.6M)

Top Sells

Q1 2025
Brookstone Capital Management Shares Held: 976K ($33.3M)
Q1 2025
Rfg Advisory, LLC Shares Held: 87.3K ($2.98M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 99.9K ($3.41M)
Q1 2025
Milestone Asset Management, LLC Shares Held: 142K ($4.85M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 91.5K ($3.12M)

About MSTB

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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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