Institutional shares held 228 Million
16.1K calls
9.2K puts
Total value of holdings $41.9B
$2.96M calls
$1.69M puts
# of Institutions 1,471


Latest Institutional Activity in QUAL

Top Purchases

Q4 2024
Park Avenue Securities LLC Shares Held: 2.19M ($402M)
Q4 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 958K ($176M)
Q4 2024
Kelly Financial Services LLC Shares Held: 111K ($20.5M)
Q4 2024
Merit Financial Group, LLC Shares Held: 196K ($36M)
Q4 2024
Sax Wealth Advisors, LLC Shares Held: 465K ($85.5M)

Top Sells

Q4 2024
Ronald Blue Trust, Inc. Shares Held: 1.88M ($345M)
Q4 2024
Astoria Portfolio Advisors Llc. Shares Held: 31.9K ($5.86M)
Q4 2024
Advisor Net Financial, Inc Shares Held: 1.48K ($271K)
Q4 2024
Ehrlich Financial Group Shares Held: 7.42K ($1.36M)
Q4 2024
Apella Capital, LLC Shares Held: 148K ($27.2M)

About QUAL

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