Institutional shares held 43.8 Million
4.2K calls
100 puts
Total value of holdings $3.89B
$373K calls
$8K puts
# of Institutions 405


Latest Institutional Activity in XMHQ

Top Purchases

Q1 2025
Umb Bank, N.A. Shares Held: 289K ($25.7M)
Q1 2025
Tru Wealth Advisors, LLC Shares Held: 291K ($25.8M)
Q1 2025
Traction Financial Partners, LLC Shares Held: 99.6K ($8.85M)
Q1 2025
Annex Advisory Services, LLC Shares Held: 1.11M ($98.6M)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 200K ($17.8M)

Top Sells

Q1 2025
Smith Anglin Financial, LLC Shares Held: 13.7K ($1.22M)
Q1 2025
Wfa Asset Management Corp Shares Held: 26.9K ($2.39M)
Q1 2025
Fermata Advisors, LLC Shares Held: 29.4K ($2.62M)
Q1 2025
Secure Asset Management, LLC Shares Held: 22.6K ($2.01M)
Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 22K ($1.96M)

About XMHQ

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P - Open market or private purchase×
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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×
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