Institutional shares held 8.73 Million
5.7K calls
7K puts
Total value of holdings $750M
$489K calls
$600K puts
# of Institutions 191


Latest Institutional Activity in REZ

Top Purchases

Q4 2024
Assetmark, Inc Shares Held: 1.07M ($91.8M)
Q4 2024
Tobias Financial Advisors, Inc. Shares Held: 294K ($25.2M)
Q4 2024
Lpl Financial LLC Shares Held: 181K ($15.5M)
Q4 2024
M Holdings Securities, Inc. Shares Held: 107K ($9.2M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 135K ($11.6M)

Top Sells

Q4 2024
Menora Mivtachim Holdings Ltd. Shares Held: 1.27M ($109M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 13.1K ($1.12M)
Q4 2024
Proficio Capital Partners LLC Shares Held: 12.5K ($1.08M)
Q4 2024
Royal Bank Of Canada Shares Held: 153K ($13.2M)
Q4 2024
Procyon Advisors, LLC Shares Held: 56.3K ($4.84M)

About REZ

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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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