Institutional shares held 4.26 Million
0 calls
0 puts
Total value of holdings $97.9M
$0 calls
$0 puts
# of Institutions 15


Latest Institutional Activity in GVLU

Top Purchases

Q1 2025
Chemistry Wealth Management LLC Shares Held: 265K ($5.67M)
Q1 2025
Fiduciary Alliance LLC Shares Held: 26.2K ($561K)
Q4 2024
Gotham Asset Management, LLC Shares Held: 3.48M ($74.4M)
Q4 2024
Carnegie Capital Asset Management, LLC Shares Held: 72.9K ($1.56M)
Q4 2024
Gts Securities LLC Shares Held: 57.6K ($1.23M)

Top Sells

Q4 2024
Morgan Stanley Shares Held: 262 ($5.61K)
Q3 2024
Bank Of America Corp Shares Held: 40K ($856K)
Q3 2024
New Edge Advisors, LLC Shares Held: 8.81K ($189K)
Q1 2024
Steward Partners Investment Advisory, LLC Shares Held: 100 ($2.14K)
Q4 2023
Rockefeller Capital Management L.P. Shares Held: 42.9K ($919K)

About GVLU

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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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