Institutional shares held 82.6 Million
143K calls
0 puts
Total value of holdings $4.36B
$7.57M calls
$0 puts
# of Institutions 292


Latest Institutional Activity in OMFL

Top Purchases

Q1 2025
Parallel Advisors, LLC Shares Held: 560 ($29.6K)
Q4 2024
Independent Advisor Alliance Shares Held: 987K ($52.1M)
Q4 2024
Raymond James Financial Inc Shares Held: 817K ($43.1M)
Q4 2024
Daner Wealth Management, LLC Shares Held: 287K ($15.1M)
Q4 2024
Nbz Investment Advisors LLC Shares Held: 250K ($13.2M)

Top Sells

Q1 2025
Waller Financial Planning Group, Inc Shares Held: 497K ($26.2M)
Q1 2025
Rooted Wealth Advisors, Inc. Shares Held: 83K ($4.38M)
Q4 2024
Lpl Financial LLC Shares Held: 3.53M ($186M)
Q4 2024
Hbk Sorce Advisory LLC Shares Held: 1.08M ($56.9M)
Q4 2024
Invesco Ltd. Shares Held: 21.8M ($1.15B)

About OMFL

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P - Open market or private purchase×
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D - Sale (or disposition) back to the issuer×
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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×
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U - Disposition due to a tender of shares in a change of control transaction×
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