Institutional shares held 21.4 Million
0 calls
0 puts
Total value of holdings $430M
$0 calls
$0 puts
# of Institutions 139


Latest Institutional Activity in FSMB

Top Purchases

Q4 2025
Wealth Care Investment Partners, LLC Shares Held: 16.8K ($337K)
Q4 2025
Avaii Wealth Management, LLC Shares Held: 55.3K ($1.11M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 82.9K ($1.67M)
Q4 2025
Genesis Private Wealth, LLC Shares Held: 71K ($1.43M)
Q4 2025
Core Cap Advisors, LLC Shares Held: 6.76K ($136K)

Top Sells

Q4 2025
Tru Wealth Advisors, LLC Shares Held: 620K ($12.4M)
Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 39.3K ($789K)
Q3 2025
Raymond James Financial Inc Shares Held: 428K ($8.6M)
Q3 2025
Ubs Group Ag Shares Held: 680K ($13.7M)
Q3 2025
Visionary Wealth Advisors Shares Held: 68.3K ($1.37M)

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