Institutional shares held 1.67 Million
0 calls
0 puts
Total value of holdings $79M
$0 calls
$0 puts
# of Institutions 19


Latest Institutional Activity in TRFM

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 1.32M ($62.5M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 110K ($5.21M)
Q3 2025
Raymond James Financial Inc Shares Held: 18.6K ($878K)
Q3 2025
Key Client Fiduciary Advisors, LLC Shares Held: 20.9K ($990K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 11.3K ($534K)

Top Sells

Q1 2025
Golden State Wealth Management, LLC Shares Held: 446 ($21.1K)
Q1 2024
Goldman Sachs Group Inc Shares Held: 8.41K ($398K)

About TRFM

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