Institutional shares held 31 Million
0 calls
0 puts
Total value of holdings $1.34B
$0 calls
$0 puts
# of Institutions 24


Latest Institutional Activity in TAGG

Top Purchases

Q3 2025
Price T Rowe Associates Inc Shares Held: 30.5M ($1.31B)
Q3 2025
Towerpoint Wealth, LLC Shares Held: 267K ($11.5M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 20.2K ($872K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 28.7K ($1.24M)
Q3 2025
Rothschild Investment LLC Shares Held: 16.9K ($728K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 4.83K ($208K)
Q3 2025
Lpl Financial LLC Shares Held: 7.88K ($340K)
Q3 2025
1900 Wealth Management LLC Shares Held: 6.16K ($266K)
Q3 2024
Bank Of Montreal Shares Held: 1.26K ($54.4K)
Q2 2022
River Glades Family Offices LLC Shares Held: 0 ($0)

About TAGG

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