Institutional shares held 3.45 Million
0 calls
0 puts
Total value of holdings $236M
$0 calls
$0 puts
# of Institutions 82


Latest Institutional Activity in FJP

Top Purchases

Q4 2025
Holistic Financial Partners Shares Held: 67.5K ($4.61M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 741K ($50.6M)
Q3 2025
Lpl Financial LLC Shares Held: 208K ($14.2M)
Q3 2025
Rathbones Group PLC Shares Held: 108K ($7.34M)
Q3 2025
Cetera Investment Advisers Shares Held: 110K ($7.49M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 92.1K ($6.29M)
Q4 2025
Park Avenue Securities LLC Shares Held: 13K ($890K)
Q3 2025
Morgan Stanley Shares Held: 276K ($18.8M)
Q3 2025
Mml Investors Services, LLC Shares Held: 3.74K ($255K)
Q3 2025
Bank Of America Corp Shares Held: 5.36K ($366K)

About FJP

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