Institutional shares held 450,371
0 calls
0 puts
Total value of holdings $24.6M
$0 calls
$0 puts
# of Institutions 19


Latest Institutional Activity in RFFC

Top Purchases

Q4 2024
Lpl Financial LLC Shares Held: 3.96K ($217K)
Q4 2024
Bank Of America Corp Shares Held: 1.22K ($66.8K)
Q4 2024
Ubs Group Ag Shares Held: 229 ($12.5K)
Q4 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 15.3K ($836K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 2.44K ($134K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 59.1K ($3.23M)
Q1 2025
Fermata Advisors, LLC Shares Held: 10.4K ($566K)
Q1 2025
Truist Financial Corp Shares Held: 44.7K ($2.45M)
Q4 2024
River Front Investment Group, LLC Shares Held: 113K ($6.18M)

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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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