Institutional shares held 1.78 Million
3.4K calls
100 puts
Total value of holdings $48.4M
$92K calls
$2K puts
# of Institutions 81


Latest Institutional Activity in FM

Top Purchases

Q4 2024
Geneos Wealth Management Inc. Shares Held: 20.8K ($565K)
Q4 2024
Financial & Tax Architects, LLC Shares Held: 25K ($679K)
Q4 2024
Dhk Financial Advisors, Inc. Shares Held: 113K ($3.07M)
Q4 2024
Claro Advisors LLC Shares Held: 17K ($463K)
Q4 2024
Brighton Jones LLC Shares Held: 12.5K ($339K)

Top Sells

Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 23.5K ($640K)
Q4 2024
Global Trust Asset Management, LLC Shares Held: 0 ($0)
Q3 2024
Capital Analysts, LLC Shares Held: 8.09K ($220K)
Q3 2024
Morgan Stanley Shares Held: 134K ($3.65M)
Q3 2024
Capasso Planning Partners LLC Shares Held: 0 ($0)

About FM

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