Institutional shares held 19.3 Million
0 calls
0 puts
Total value of holdings $381M
$0 calls
$0 puts
# of Institutions 139


Latest Institutional Activity in FSMB

Top Purchases

Q1 2025
Rmr Wealth Builders Shares Held: 813K ($16.1M)
Q1 2025
James Investment Research Inc Shares Held: 43.6K ($861K)
Q1 2025
Tru Wealth Advisors, LLC Shares Held: 591K ($11.7M)
Q1 2025
Crossmark Global Holdings, Inc. Shares Held: 42.7K ($843K)
Q1 2025
En Rich Financial Partners LLC Shares Held: 374K ($7.39M)

Top Sells

Q1 2025
Nilsine Partners, LLC Shares Held: 221K ($4.36M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 27.4K ($541K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 17.2K ($341K)
Q1 2025
D.A. Davidson & Co. Shares Held: 36.6K ($724K)
Q1 2025
Trust CO Of Oklahoma Shares Held: 33K ($653K)

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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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