Institutional shares held 35.8 Million
0 calls
0 puts
Total value of holdings $1.83B
$0 calls
$0 puts
# of Institutions 101


Latest Institutional Activity in SECT

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 937K ($47.9M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 490K ($25.1M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 21.9K ($1.12M)
Q1 2025
Vision Point Advisory Group, LLC Shares Held: 12.5K ($641K)
Q1 2025
Mutual Advisors, LLC Shares Held: 228K ($11.7M)

Top Sells

Q1 2025
Madrona Financial Services, LLC Shares Held: 419K ($21.4M)
Q1 2025
Mc Alister, Sweet & Associates, Inc. Shares Held: 4.67K ($239K)
Q1 2025
Defined Financial Planning LLC Shares Held: 108K ($5.53M)
Q1 2025
World Equity Group, Inc. Shares Held: 43.3K ($2.21M)
Q1 2025
Discipline Wealth Solutions, LLC Shares Held: 33.5K ($1.71M)

About SECT

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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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