Institutional shares held 35.8 Million
0 calls
0 puts
Total value of holdings $1.77B
$0 calls
$0 puts
# of Institutions 100


Latest Institutional Activity in SECT

Top Purchases

Q1 2025
Echo45 Advisors LLC Shares Held: 70.3K ($3.46M)
Q1 2025
Rfg Advisory, LLC Shares Held: 11K ($544K)
Q4 2024
Potomac Fund Management Inc /Adv Shares Held: 730K ($36M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 7.39M ($364M)
Q4 2024
Lpl Financial LLC Shares Held: 1.41M ($69.3M)

Top Sells

Q1 2025
Mc Alister, Sweet & Associates, Inc. Shares Held: 4.67K ($230K)
Q1 2025
Defined Financial Planning LLC Shares Held: 108K ($5.33M)
Q1 2025
Fiduciary Alliance LLC Shares Held: 51.2K ($2.52M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 7.6K ($374K)
Q4 2024
Geo Wealth Management, LLC Shares Held: 391K ($19.3M)

About SECT

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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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