Institutional shares held 5.28 Million
0 calls
0 puts
Total value of holdings $44.2M
$0 calls
$0 puts
# of Institutions 9


Latest Institutional Activity in ADFI

Top Purchases

Q3 2024
Foundations Investment Advisors, LLC Shares Held: 4.95M ($41.5M)
Q3 2024
Geneos Wealth Management Inc. Shares Held: 3.27K ($27.4K)
Q3 2024
Jpmorgan Chase & CO Shares Held: 419 ($3.51K)
Q3 2024
Atria Investments LLC Shares Held: 21K ($176K)
Q3 2024
Ubs Group Ag Shares Held: 40 ($335)

Top Sells

Q3 2024
Anfield Capital Management, LLC Shares Held: 204K ($1.71M)
Q3 2024
Mosley Wealth Management Shares Held: 71.1K ($595K)
Q1 2024
Citadel Advisors LLC Shares Held: 10K ($83.8K)
Q4 2023
Provence Wealth Management Group Shares Held: 26.3K ($221K)
Q4 2023
Concorde Asset Management, LLC Shares Held: 56.8K ($476K)

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