Institutional shares held 1.09 Million
0 calls
0 puts
Total value of holdings $119M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in RFV

Top Purchases

Q1 2025
Imc Chicago, LLC Shares Held: 25.8K ($2.82M)
Q1 2025
Unified Investment Management Shares Held: 2.18K ($239K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 15.1K ($1.65M)
Q1 2025
Matrix Trust CO Shares Held: 1.21K ($132K)
Q1 2025
Focus Financial Network, Inc. Shares Held: 8.51K ($931K)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 22.6K ($2.47M)
Q1 2025
Dale Q Rice Investment Management LTD Shares Held: 9K ($984K)
Q1 2025
Jnba Financial Advisors Shares Held: 1.09K ($119K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 14 ($1.53K)
Q4 2024
Bank Of America Corp Shares Held: 42K ($4.6M)

About RFV

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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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