Institutional shares held 11.7 Million
0 calls
0 puts
Total value of holdings $689M
$0 calls
$0 puts
# of Institutions 198


Latest Institutional Activity in SYLD

Top Purchases

Q1 2025
Revolve Wealth Partners, LLC Shares Held: 330K ($19.3M)
Q1 2025
Rothschild Investment LLC Shares Held: 198K ($11.6M)
Q1 2025
Breakwater Capital Group Shares Held: 128K ($7.51M)
Q1 2025
Sowell Financial Services LLC Shares Held: 3.89K ($228K)
Q1 2025
Laurel Wealth Advisors LLC Shares Held: 26.4K ($1.55M)

Top Sells

Q1 2025
Smith Anglin Financial, LLC Shares Held: 99.1K ($5.81M)
Q1 2025
Dkm Wealth Management, Inc. Shares Held: 137K ($8.01M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 42.4K ($2.49M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 59.3K ($3.48M)
Q1 2025
Fermata Advisors, LLC Shares Held: 141K ($8.29M)

About SYLD

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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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