Institutional shares held 38.9 Million
0 calls
0 puts
Total value of holdings $1.28B
$0 calls
$0 puts
# of Institutions 124


Latest Institutional Activity in RECS

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 2.01M ($65.9M)
Q1 2025
Daymark Wealth Partners, LLC Shares Held: 631K ($20.7M)
Q1 2025
Fundamentun, LLC Shares Held: 1.89M ($62.2M)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 1.53M ($50.2M)
Q1 2025
Balance Wealth, LLC Shares Held: 302K ($9.91M)

Top Sells

Q1 2025
River Tree Advisors, LLC Shares Held: 8.7K ($285K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 57.4K ($1.88M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 78.4K ($2.57M)
Q1 2025
Truist Financial Corp Shares Held: 6.29K ($207K)
Q4 2024
Ameriprise Financial Inc Shares Held: 1.71M ($56.1M)

About RECS

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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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