Institutional shares held 71.3 Million
0 calls
0 puts
Total value of holdings $3.16B
$0 calls
$0 puts
# of Institutions 340


Latest Institutional Activity in TFI

Top Purchases

Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 416K ($18.5M)
Q1 2025
Cx Institutional Shares Held: 60.1K ($2.67M)
Q1 2025
Avidian Wealth Solutions, LLC Shares Held: 423K ($18.8M)
Q1 2025
Goodman Advisory Group, LLC Shares Held: 72.5K ($3.22M)
Q1 2025
Edge Financial Advisors LLC Shares Held: 19K ($843K)

Top Sells

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 424K ($18.8M)
Q1 2025
Gamma Investing LLC Shares Held: 9.3K ($413K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 43K ($1.91M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.93M ($85.4M)
Q1 2025
Private Trust CO Na Shares Held: 1.97K ($87.6K)

About TFI

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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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