Institutional shares held 11.8 Million
100 calls
0 puts
Total value of holdings $803M
$6K calls
$0 puts
# of Institutions 264


Latest Institutional Activity in FNCL

Top Purchases

Q1 2025
Personal Cfo Solutions, LLC Shares Held: 111K ($7.55M)
Q1 2025
Aspire Capital Advisors LLC Shares Held: 48.7K ($3.31M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 65.2K ($4.43M)
Q1 2025
Buska Wealth Management, LLC Shares Held: 32K ($2.18M)
Q1 2025
Crossmark Global Holdings, Inc. Shares Held: 13.8K ($938K)

Top Sells

Q1 2025
Vicus Capital Shares Held: 292K ($19.9M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 49.2K ($3.34M)
Q1 2025
Strategic Point Investment Advisors, LLC Shares Held: 204K ($13.9M)
Q1 2025
Lynch & Associates Shares Held: 33.6K ($2.28M)
Q1 2025
Elevated Capital Advisors, LLC Shares Held: 4.17K ($283K)

About FNCL

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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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