Institutional shares held 35.6 Million
0 calls
0 puts
Total value of holdings $1.87B
$0 calls
$0 puts
# of Institutions 422


Latest Institutional Activity in MUNI

Top Purchases

Q4 2025
Dakota Wealth Management Shares Held: 161K ($8.44M)
Q4 2025
Mc Namara Financial Services, Inc. Shares Held: 136K ($7.13M)
Q4 2025
Taylor & Morgan Wealth Management, LLC Shares Held: 56.3K ($2.96M)
Q4 2025
Legacy Private Trust Co. Shares Held: 46.7K ($2.45M)
Q4 2025
Foster & Motley Inc Shares Held: 123K ($6.46M)

Top Sells

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 298K ($15.6M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 5.44K ($285K)
Q4 2025
Econ Financial Services Corp Shares Held: 30.7K ($1.61M)
Q4 2025
Unique Wealth, LLC Shares Held: 40.9K ($2.14M)
Q4 2025
Shotwell Rutter Baer Inc Shares Held: 163K ($8.54M)

About MUNI

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