Institutional shares held 4.51 Million
0 calls
0 puts
Total value of holdings $307M
$0 calls
$0 puts
# of Institutions 88


Latest Institutional Activity in QDEF

Top Purchases

Q1 2025
Foresight Capital Management Advisors, Inc. Shares Held: 27.8K ($1.89M)
Q1 2025
Advisor Resource Council Shares Held: 23.3K ($1.59M)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 2.32K ($158K)
Q1 2025
Clear Point Advisors Inc. Shares Held: 9.76K ($664K)
Q1 2025
Red Tortoise LLC Shares Held: 28.3K ($1.93M)

Top Sells

Q1 2025
Ledyard National Bank Shares Held: 5.73K ($390K)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 4.49K ($305K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 8.06K ($548K)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 11.4K ($772K)
Q1 2025
Pacific Sun Financial Corp Shares Held: 13.3K ($906K)

About QDEF

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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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