Institutional shares held 13.7 Million
0 calls
0 puts
Total value of holdings $491M
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in QDPL

Top Purchases

Q1 2025
Onyx Bridge Wealth Group LLC Shares Held: 183K ($6.61M)
Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 63.5K ($2.29M)
Q1 2025
Lifestyle Asset Management, Inc. Shares Held: 56K ($2.02M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 572K ($20.6M)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 43.2K ($1.56M)

Top Sells

Q1 2025
Advisory Resource Group Shares Held: 1.07M ($38.7M)
Q1 2025
Requisite Capital Management, LLC Shares Held: 48.6K ($1.75M)
Q1 2025
Private Wealth Partners, LLC Shares Held: 41K ($1.48M)
Q1 2025
Financial Advocates Investment Management Shares Held: 31.7K ($1.14M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 11.5K ($416K)

About QDPL

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P - Open market or private purchase×
S - Open market or private sale×
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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×
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J - Other acquisition or disposition×
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