Institutional shares held 81.4 Million
143K calls
0 puts
Total value of holdings $4.36B
$7.68M calls
$0 puts
# of Institutions 289


Latest Institutional Activity in OMFL

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 522K ($28M)
Q1 2025
Focus Financial Network, Inc. Shares Held: 24.3K ($1.3M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 258K ($13.8M)
Q1 2025
Spire Wealth Management Shares Held: 16.3K ($875K)
Q1 2025
Advisor Resource Council Shares Held: 9.05K ($485K)

Top Sells

Q1 2025
Longview Financial Advisors, Inc. Shares Held: 30.6K ($1.64M)
Q1 2025
Archford Capital Strategies, LLC Shares Held: 36.1K ($1.93M)
Q1 2025
Hbk Sorce Advisory LLC Shares Held: 930K ($49.8M)
Q1 2025
Waller Financial Planning Group, Inc Shares Held: 497K ($26.6M)
Q1 2025
San Luis Wealth Advisors LLC Shares Held: 97.4K ($5.22M)

About OMFL

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P - Open market or private purchase×
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I - Discretionary transaction×
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E - Expiration of short derivative position×
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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×
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