Institutional shares held 14.6 Million
0 calls
0 puts
Total value of holdings $1.1B
$0 calls
$0 puts
# of Institutions 61


Latest Institutional Activity in RAVI

Top Purchases

Q1 2025
Sound Income Strategies, LLC Shares Held: 3 ($225)
Q4 2024
Northern Trust Corp Shares Held: 13.5M ($1.02B)
Q4 2024
Morgan Stanley Shares Held: 135K ($10.1M)
Q4 2024
Interactive Financial Advisors Shares Held: 19.6K ($1.47M)
Q4 2024
Xy Planning Network, Inc. Shares Held: 6.02K ($452K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 80.5K ($6.05M)
Q1 2025
Boltwood Capital Management Shares Held: 24K ($1.8M)
Q4 2024
Royal Bank Of Canada Shares Held: 10.1K ($756K)
Q4 2024
Baird Financial Group, Inc. Shares Held: 25.4K ($1.91M)
Q4 2024
Silver Oak Securities, Inc Shares Held: 10.9K ($819K)

About RAVI

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P - Open market or private purchase×
S - Open market or private sale×
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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×
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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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