Institutional shares held 5.41 Million
0 calls
0 puts
Total value of holdings $300M
$0 calls
$0 puts
# of Institutions 130


Latest Institutional Activity in TMFC

Top Purchases

Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 902K ($50M)
Q1 2025
Signature Securities Group Corporation Shares Held: 41.5K ($2.3M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 10.1K ($558K)
Q1 2025
Walker Asset Management, LLC Shares Held: 65.2K ($3.62M)
Q1 2025
Cornell Pochily Investment Advisors, Inc. Shares Held: 3.67K ($203K)

Top Sells

Q1 2025
Capital Advisory Group Advisory Services, LLC Shares Held: 52K ($2.88M)
Q4 2024
Wealthfront Advisers LLC Shares Held: 54.3K ($3.01M)
Q4 2024
Geo Wealth Management, LLC Shares Held: 166K ($9.19M)
Q4 2024
Portfolio Strategies, Inc. Shares Held: 408K ($22.6M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 1.5K ($82.9K)

About TMFC

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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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