Institutional shares held 134,868
0 calls
0 puts
Total value of holdings $3.92M
$0 calls
$0 puts
# of Institutions 10


Latest Institutional Activity in XDOC

Top Purchases

Q4 2024
Wood Tarver Financial Group, LLC Shares Held: 17.8K ($519K)
Q4 2024
Barclays PLC Shares Held: 89 ($2.59K)
Q4 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 14.2K ($412K)
Q2 2024
Royal Bank Of Canada Shares Held: 813 ($23.7K)

Top Sells

Q4 2024
Unique Wealth, LLC Shares Held: 88.7K ($2.58M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 7.69K ($224K)
Q4 2024
Ubs Group Ag Shares Held: 349 ($10.2K)
Q3 2024
Old Mission Capital LLC Shares Held: 17.8K ($518K)
Q3 2024
Dhjj Financial Advisors, Ltd. Shares Held: 2.81K ($81.7K)

About XDOC

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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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