Institutional shares held 24.1 Million
0 calls
0 puts
Total value of holdings $835M
$0 calls
$0 puts
# of Institutions 68


Latest Institutional Activity in TSPA

Top Purchases

Q1 2025
M&T Bank Corp Shares Held: 4.92M ($171M)
Q1 2025
Alpha Financial Advisors, LLC Shares Held: 867K ($30.2M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 241K ($8.4M)
Q1 2025
Marshall Financial Group LLC Shares Held: 97.7K ($3.4M)
Q1 2025
Strategic Blueprint, LLC Shares Held: 54.5K ($1.9M)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 34.8K ($1.21M)
Q1 2025
Beacon Financial Group Shares Held: 15.7K ($547K)
Q4 2024
Captrust Financial Advisors Shares Held: 645K ($22.5M)
Q4 2024
Two Sigma Investments, LP Shares Held: 159K ($5.54M)
Q4 2024
Berger Financial Group, Inc Shares Held: 12.3K ($429K)

About TSPA

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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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