Institutional shares held 5.89 Million
0 calls
0 puts
Total value of holdings $614M
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in ONEY

Top Purchases

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 63.6K ($6.62M)
Q1 2025
Kingsview Wealth Management, LLC Shares Held: 35K ($3.65M)
Q1 2025
Precedent Wealth Partners, LLC Shares Held: 12.4K ($1.3M)
Q1 2025
Mayfair Advisory Group, LLC Shares Held: 6.17K ($643K)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 1.91K ($199K)

Top Sells

Q1 2025
World Equity Group, Inc. Shares Held: 3.32K ($345K)
Q1 2025
Bonfire Financial Shares Held: 15K ($1.56M)
Q1 2025
Horizon Wealth Management, LLC Shares Held: 12K ($1.24M)
Q1 2025
Insight Advisors, LLC Shares Held: 4.43K ($461K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 50.4K ($5.25M)

About ONEY

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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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