Institutional shares held 850,372
0 calls
0 puts
Total value of holdings $42.5M
$0 calls
$0 puts
# of Institutions 25


Latest Institutional Activity in QARP

Top Purchases

Q1 2025
Crossmark Global Holdings, Inc. Shares Held: 35.7K ($1.79M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 4.55K ($227K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 5.36K ($268K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 10.7K ($534K)
Q1 2025
Ergawealth Advisors, Inc. Shares Held: 14K ($699K)

Top Sells

Q1 2025
Strategic Blueprint, LLC Shares Held: 8.51K ($426K)
Q1 2025
Ghp Investment Advisors, Inc. Shares Held: 11.5K ($577K)
Q4 2024
Orion Portfolio Solutions, LLC Shares Held: 651K ($32.6M)
Q4 2024
Cetera Investment Advisers Shares Held: 26.7K ($1.34M)
Q4 2024
Dynamic Advisor Solutions LLC Shares Held: 4.04K ($202K)

About QARP

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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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