Institutional shares held 3.98 Million
0 calls
0 puts
Total value of holdings $174M
$0 calls
$0 puts
# of Institutions 48


Latest Institutional Activity in TEQI

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 142K ($6.21M)
Q3 2025
Bank Of America Corp Shares Held: 85K ($3.71M)
Q3 2025
Cetera Investment Advisers Shares Held: 139K ($6.06M)
Q3 2025
New Edge Advisors, LLC Shares Held: 10.3K ($447K)
Q3 2025
Org Partners LLC Shares Held: 9.19K ($401K)

Top Sells

Q3 2025
Dynamic Advisor Solutions LLC Shares Held: 79.7K ($3.48M)
Q3 2025
Stifel Financial Corp Shares Held: 103K ($4.49M)
Q3 2025
Warren Averett Asset Management, LLC Shares Held: 11.9K ($517K)
Q3 2025
Merit Financial Group, LLC Shares Held: 77.3K ($3.37M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 21.5K ($936K)

About TEQI

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