Institutional shares held 1.32 Million
2K calls
2.4K puts
Total value of holdings $224M
$339K calls
$407K puts
# of Institutions 120


Latest Institutional Activity in XSW

Top Purchases

Q4 2024
Kingsview Wealth Management, LLC Shares Held: 60.1K ($10M)
Q4 2024
Raymond James Financial Inc Shares Held: 26.6K ($4.43M)
Q4 2024
Morgan Stanley Shares Held: 107K ($17.9M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 18.9K ($3.15M)
Q4 2024
Wells Fargo & Company Shares Held: 27.1K ($4.52M)

Top Sells

Q4 2024
Jpmorgan Chase & CO Shares Held: 22.9K ($3.82M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 8.19K ($1.37M)
Q4 2024
Amica Mutual Insurance CO Shares Held: 4.14K ($691K)
Q4 2024
Fifth Third Securities, Inc. Shares Held: 15.3K ($2.55M)
Q4 2024
Citadel Advisors LLC Shares Held: 4.8K ($801K)

About XSW

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