Institutional shares held 7.57 Million
0 calls
0 puts
Total value of holdings $298M
$0 calls
$0 puts
# of Institutions 74


Latest Institutional Activity in XSHQ

Top Purchases

Q4 2024
Independent Advisor Alliance Shares Held: 392K ($15.4M)
Q4 2024
Spx Equities Gestao De Recursos Ltda Shares Held: 315K ($12.4M)
Q4 2024
Madison Asset Management, LLC Shares Held: 235K ($9.24M)
Q4 2024
Madison Investment Advisors, LLC Shares Held: 235K ($9.24M)
Q4 2024
Larson Financial Group LLC Shares Held: 214K ($8.44M)

Top Sells

Q4 2024
Good Life Advisors, LLC Shares Held: 32.7K ($1.29M)
Q4 2024
Centennial Bank/Ar/ Shares Held: 9.27K ($365K)
Q4 2024
Perigon Wealth Management, LLC Shares Held: 78.9K ($3.11M)
Q4 2024
Stifel Financial Corp Shares Held: 998K ($39.3M)
Q4 2024
Fox Financial, Inc Shares Held: 6.74K ($266K)

About XSHQ

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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×
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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×
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U - Disposition due to a tender of shares in a change of control transaction×
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