Institutional shares held 18.7 Million
0 calls
84.2K puts
Total value of holdings $648M
$0 calls
$2.91M puts
# of Institutions 144


Latest Institutional Activity in FRDM

Top Purchases

Q1 2025
Retirement Planning Group Shares Held: 2.36M ($81.5M)
Q1 2025
Tanglewood Wealth Management, Inc. Shares Held: 746K ($25.8M)
Q1 2025
Stephens Consulting, LLC Shares Held: 164K ($5.68M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 54.4K ($1.88M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 24.2K ($836K)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 267K ($9.22M)
Q1 2025
Parallel Advisors, LLC Shares Held: 5.32K ($184K)
Q1 2025
Smith Anglin Financial, LLC Shares Held: 12.6K ($435K)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 10.4K ($360K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 4.31K ($149K)

About FRDM

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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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