Institutional shares held 9.02 Million
117K calls
0 puts
Total value of holdings $727M
$9.43M calls
$0 puts
# of Institutions 161


Latest Institutional Activity in ILCV

Top Purchases

Q1 2025
Kelly Financial Services LLC Shares Held: 15.5K ($1.18M)
Q1 2025
One Advisory Partners, LLC Shares Held: 9.08K ($692K)
Q1 2025
Chesley Taft & Associates LLC Shares Held: 8.74K ($667K)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 6.02K ($459K)
Q1 2025
My Legacy Advisors, LLC Shares Held: 2.92K ($222K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 119K ($9.05M)
Q1 2025
Harbor Investment Advisory, LLC Shares Held: 3.25K ($248K)
Q1 2025
Signature Securities Group Corporation Shares Held: 5.66K ($432K)
Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 835 ($63.7K)
Q4 2024
Bank Of America Corp Shares Held: 759K ($57.9M)

About ILCV

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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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