Institutional shares held 3.01 Million
0 calls
0 puts
Total value of holdings $168M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in QMOM

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 34.9K ($1.95M)
Q1 2025
Revolve Wealth Partners, LLC Shares Held: 376K ($21M)
Q1 2025
Vestment Financial LLC Shares Held: 43.9K ($2.45M)
Q1 2025
Seed Wealth Management, Inc. Shares Held: 30.9K ($1.72M)
Q1 2025
Umb Bank, N.A. Shares Held: 1.79K ($99.4K)

Top Sells

Q4 2024
Empowered Funds, LLC Shares Held: 111K ($6.16M)
Q4 2024
Stokes Family Office, LLC Shares Held: 227K ($12.7M)
Q4 2024
Cambria Investment Management, L.P. Shares Held: 43.8K ($2.44M)
Q4 2024
One Degree Advisors Inc Shares Held: 82.6K ($4.6M)
Q4 2024
Lifeworks Advisors, LLC Shares Held: 28K ($1.56M)

About QMOM

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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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