Institutional shares held 4.23 Million
0 calls
0 puts
Total value of holdings $149M
$0 calls
$0 puts
# of Institutions 74


Latest Institutional Activity in WTMF

Top Purchases

Q4 2024
Morgan Stanley Shares Held: 1.21M ($42.6M)
Q4 2024
Rockland Trust CO Shares Held: 59K ($2.07M)
Q4 2024
Raymond James Financial Inc Shares Held: 58.2K ($2.04M)
Q4 2024
Wells Fargo & Company Shares Held: 153K ($5.38M)
Q4 2024
Resources Investment Advisors, Llc. Shares Held: 551K ($19.3M)

Top Sells

Q4 2024
Iht Wealth Management, LLC Shares Held: 50K ($1.75M)
Q4 2024
Ethos Financial Group, LLC Shares Held: 13.6K ($479K)
Q4 2024
Invenio Wealth Partners LLC Shares Held: 12.9K ($454K)
Q4 2024
Washington Trust Bank Shares Held: 61.8K ($2.17M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 1.06K ($37.3K)

About WTMF

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