Institutional shares held 5.62 Million
0 calls
0 puts
Total value of holdings $571M
$0 calls
$0 puts
# of Institutions 128


Latest Institutional Activity in RWK

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 11.6K ($1.17M)
Q1 2025
Integrated Advisors Network LLC Shares Held: 4.29K ($436K)
Q1 2025
Ipsen Advisor Group LLC Shares Held: 42.6K ($4.33M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 62K ($6.3M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 8.34K ($847K)

Top Sells

Q1 2025
Investors Research Corp Shares Held: 16.3K ($1.65M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 2.96K ($301K)
Q1 2025
Parallel Advisors, LLC Shares Held: 2.22K ($225K)
Q1 2025
Marshall Financial Group LLC Shares Held: 7K ($711K)
Q4 2024
Leigh Baldwin & Co., LLC Shares Held: 4.82K ($489K)

About RWK

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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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