Institutional shares held 5.72 Million
0 calls
0 puts
Total value of holdings $702M
$0 calls
$0 puts
# of Institutions 128


Latest Institutional Activity in RWK

Top Purchases

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 2.52K ($309K)
Q3 2025
Vantagepoint Investment Advisers LLC Shares Held: 517K ($63.5M)
Q3 2025
Ameriprise Financial Inc Shares Held: 576K ($70.7M)
Q3 2025
Bank Of America Corp Shares Held: 253K ($31.1M)
Q3 2025
Ever Source Wealth Advisors, LLC Shares Held: 44.9K ($5.52M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 64.3K ($7.89M)
Q4 2025
Investors Research Corp Shares Held: 6.16K ($756K)
Q4 2025
Marshall Financial Group LLC Shares Held: 6.99K ($858K)
Q3 2025
Prism Advisors, Inc. Shares Held: 12.8K ($1.57M)
Q3 2025
Wells Fargo & Company Shares Held: 254K ($31.1M)

About RWK

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