Institutional shares held 10.8 Million
0 calls
0 puts
Total value of holdings $445M
$0 calls
$0 puts
# of Institutions 55


Latest Institutional Activity in GCOR

Top Purchases

Q1 2025
David Kennon Inc Shares Held: 223K ($9.22M)
Q1 2025
Signature Securities Group Corporation Shares Held: 6.09K ($251K)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 61.5K ($2.54M)
Q1 2025
Allworth Financial LP Shares Held: 4.42K ($182K)
Q1 2025
Castle Rock Wealth Management, LLC Shares Held: 56K ($2.31M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.86M ($76.6M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 370K ($15.3M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 11.4K ($472K)
Q1 2025
Legacy Advisors, LLC Shares Held: 21.6K ($892K)
Q1 2025
Private Trust CO Na Shares Held: 1.66K ($68.6K)

About GCOR

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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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