Institutional shares held 19.7 Million
0 calls
0 puts
Total value of holdings $898M
$0 calls
$0 puts
# of Institutions 229


Latest Institutional Activity in RWO

Top Purchases

Q4 2025
Brooklyn Fi, LLC Shares Held: 77K ($3.51M)
Q4 2025
Austin Private Wealth, LLC Shares Held: 75.9K ($3.46M)
Q4 2025
Sincerus Advisory, LLC Shares Held: 6.03K ($275K)
Q4 2025
Boltwood Capital Management Shares Held: 26.2K ($1.2M)
Q4 2025
Fiduciary Financial Group, LLC Shares Held: 23.6K ($1.08M)

Top Sells

Q4 2025
Modera Wealth Management, LLC Shares Held: 208K ($9.48M)
Q4 2025
Apella Capital, LLC Shares Held: 15.6K ($710K)
Q4 2025
Waldron Private Wealth LLC Shares Held: 115K ($5.25M)
Q4 2025
Envision Financial LLC Shares Held: 9.36K ($427K)
Q4 2025
Bip Wealth, LLC Shares Held: 25.1K ($1.15M)

About RWO

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