Institutional shares held 61.3 Million
10.3K calls
2K puts
Total value of holdings $4.47B
$751K calls
$146K puts
# of Institutions 384


Latest Institutional Activity in VPL

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 47.1K ($3.44M)
Q1 2025
Moller Financial Services Shares Held: 125K ($9.16M)
Q1 2025
Addis & Hill, Inc Shares Held: 186K ($13.6M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 18.2K ($1.33M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 30.1K ($2.2M)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 3.96M ($289M)
Q1 2025
Presilium Private Wealth, LLC Shares Held: 284K ($20.7M)
Q1 2025
Charter Oak Capital Management, LLC Shares Held: 20.7K ($1.51M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 46.9K ($3.43M)
Q1 2025
Collective Family Office LLC Shares Held: 4.25K ($310K)

About VPL

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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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