Institutional shares held 1.33 Million
2K calls
2.4K puts
Total value of holdings $215M
$324K calls
$389K puts
# of Institutions 124


Latest Institutional Activity in XSW

Top Purchases

Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 2.91K ($473K)
Q1 2025
Kaizen Financial Strategies Shares Held: 2.76K ($448K)
Q1 2025
Rmr Wealth Builders Shares Held: 2.15K ($349K)
Q1 2025
Sherman Asset Management, Inc. Shares Held: 1.26K ($205K)
Q1 2025
Nbc Securities, Inc. Shares Held: 37 ($6K)

Top Sells

Q1 2025
Merit Financial Group, LLC Shares Held: 8.92K ($1.45M)
Q1 2025
Sivia Capital Partners, LLC Shares Held: 2.21K ($359K)
Q1 2025
Grant Private Wealth Management Inc Shares Held: 3.64K ($591K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 180 ($29.2K)
Q4 2024
Jpmorgan Chase & CO Shares Held: 22.9K ($3.72M)

About XSW

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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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