Institutional shares held 6.57 Million
0 calls
0 puts
Total value of holdings $406M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in VOTE

Top Purchases

Q1 2025
Aspiriant, LLC Shares Held: 93.5K ($5.78M)
Q1 2025
Brighton Jones LLC Shares Held: 21.6K ($1.33M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 835 ($51.6K)
Q1 2025
Breakwater Investment Management Shares Held: 11.4K ($703K)
Q1 2025
Dunhill Financial, LLC Shares Held: 5 ($309)

Top Sells

Q1 2025
Stephens Consulting, LLC Shares Held: 5.71K ($352K)
Q4 2024
Jpmorgan Chase & CO Shares Held: 603K ($37.2M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 13.8K ($853K)
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 78.1K ($4.82M)
Q4 2024
Buckingham Strategic Partners Shares Held: 4.19K ($259K)

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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×
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