Institutional shares held 6.88 Million
0 calls
0 puts
Total value of holdings $771M
$0 calls
$0 puts
# of Institutions 113


Latest Institutional Activity in ONEY

Top Purchases

Q4 2025
Moulton Wealth Management, Inc Shares Held: 199K ($22.2M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 3.44K ($385K)
Q4 2025
Precedent Wealth Partners, LLC Shares Held: 12.8K ($1.44M)
Q4 2025
World Equity Group, Inc. Shares Held: 3.76K ($422K)
Q4 2025
Fma Wealth Management, LLC Shares Held: 38.3K ($4.28M)

Top Sells

Q4 2025
Holos Integrated Wealth LLC Shares Held: 46K ($5.15M)
Q4 2025
Pallas Capital Advisors LLC Shares Held: 34.9K ($3.91M)
Q4 2025
Meriwether Wealth & Planning, LLC Shares Held: 1.94K ($217K)
Q4 2025
Ivc Wealth Advisors LLC Shares Held: 2.86K ($320K)
Q3 2025
Ameriprise Financial Inc Shares Held: 1.24M ($139M)

About ONEY

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