Institutional shares held 63 Million
50K calls
36K puts
Total value of holdings $6.33B
$5.03M calls
$3.62M puts
# of Institutions 536


Latest Institutional Activity in TLH

Top Purchases

Q1 2025
Park Avenue Securities LLC Shares Held: 1.06M ($107M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 1.18M ($118M)
Q1 2025
Confluence Investment Management LLC Shares Held: 241K ($24.2M)
Q1 2025
Kelly Financial Services LLC Shares Held: 115K ($11.5M)
Q1 2025
Octavia Wealth Advisors, LLC Shares Held: 78.5K ($7.9M)

Top Sells

Q1 2025
Smith Anglin Financial, LLC Shares Held: 305K ($30.7M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 174K ($17.5M)
Q1 2025
Legacy Private Trust Co. Shares Held: 14.4K ($1.45M)
Q1 2025
Daymark Wealth Partners, LLC Shares Held: 114K ($11.4M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 198K ($20M)

About TLH

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P - Open market or private purchase×
S - Open market or private sale×
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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×
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