Institutional shares held 23.5 Million
0 calls
0 puts
Total value of holdings $957M
$0 calls
$0 puts
# of Institutions 211


Latest Institutional Activity in RWJ

Top Purchases

Q1 2025
Wfa Asset Management Corp Shares Held: 316K ($12.8M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 28.6K ($1.16M)
Q1 2025
Cathy Pareto & Associates, Inc Shares Held: 26.2K ($1.07M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 29.6K ($1.2M)
Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 4.93K ($200K)

Top Sells

Q1 2025
Fermata Advisors, LLC Shares Held: 54.7K ($2.23M)
Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 26.5K ($1.08M)
Q1 2025
Lpf Advisors LLC Shares Held: 9.87K ($402K)
Q1 2025
Tompkins Financial Corp Shares Held: 546 ($22.2K)
Q1 2025
Kmg Fiduciary Partners, LLC Shares Held: 21.4K ($870K)

About RWJ

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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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