Institutional shares held 5.86 Million
0 calls
0 puts
Total value of holdings $451M
$0 calls
$0 puts
# of Institutions 72


Latest Institutional Activity in TLTD

Top Purchases

Q1 2025
Cyndeo Wealth Partners, LLC Shares Held: 7.84K ($604K)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 3.37K ($260K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 349K ($26.9M)
Q1 2025
Sound Income Strategies, LLC Shares Held: 14 ($1.08K)
Q1 2025
Callan Capital, LLC Shares Held: 3.97K ($306K)

Top Sells

Q1 2025
Harbour Trust & Investment Management CO Shares Held: 128K ($9.88M)
Q1 2025
Discipline Wealth Solutions, LLC Shares Held: 3.6K ($278K)
Q1 2025
Park National Corp Shares Held: 7.19K ($554K)
Q1 2025
Org Partners LLC Shares Held: 187 ($14.4K)
Q1 2025
Kings Path Partners LLC Shares Held: 1.1K ($84.7K)

About TLTD

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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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