Institutional shares held 10.9 Million
700 calls
400 puts
Total value of holdings $2.76B
$176K calls
$101K puts
# of Institutions 340


Latest Institutional Activity in VONE

Top Purchases

Q1 2025
Apella Capital, LLC Shares Held: 126K ($31.8M)
Q1 2025
Fifth Third Wealth Advisors LLC Shares Held: 4.99K ($1.26M)
Q1 2025
Highland Financial Advisors, LLC Shares Held: 2.14K ($540K)
Q1 2025
Sherrill & Hutchins Financial Advisory, Inc Shares Held: 162K ($41M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 7.49K ($1.89M)

Top Sells

Q1 2025
Thrive Wealth Management, LLC Shares Held: 31.1K ($7.85M)
Q1 2025
Rialto Wealth Management, LLC Shares Held: 35.9K ($9.06M)
Q1 2025
Snider Financial Group Shares Held: 4.36K ($1.1M)
Q1 2025
Welch Group, LLC Shares Held: 4.24K ($1.07M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 4.81K ($1.21M)

About VONE

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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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