Institutional shares held 5.39 Million
0 calls
0 puts
Total value of holdings $113M
$0 calls
$0 puts
# of Institutions 49


Latest Institutional Activity in XMPT

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 318K ($6.66M)
Q1 2025
Park Avenue Securities LLC Shares Held: 43.1K ($904K)
Q1 2025
Madrona Financial Services, LLC Shares Held: 24.7K ($517K)
Q1 2025
Simpli Fi, Inc. Shares Held: 31.2K ($655K)
Q4 2024
Fidelity D & D Bancorp Inc Shares Held: 448K ($9.39M)

Top Sells

Q1 2025
Marcum Wealth, LLC Shares Held: 23K ($482K)
Q1 2025
Gamma Investing LLC Shares Held: 2.96K ($62.1K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 12.4K ($260K)
Q4 2024
High Tower Advisors, LLC Shares Held: 81.8K ($1.71M)
Q4 2024
Cross Staff Investments Inc Shares Held: 30K ($629K)

About XMPT

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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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