Institutional shares held 5.03 Million
0 calls
0 puts
Total value of holdings $183M
$0 calls
$0 puts
# of Institutions 86


Latest Institutional Activity in XDEC

Top Purchases

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 136K ($4.96M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 14.1K ($513K)
Q1 2025
Life Wealth Investments, LLC Shares Held: 12.8K ($466K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 345K ($12.6M)
Q1 2025
Diligent Investors, LLC Shares Held: 13K ($472K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 355K ($12.9M)
Q1 2025
Truist Financial Corp Shares Held: 221K ($8.06M)
Q1 2025
Griffith & Werner, Inc. Shares Held: 141K ($5.13M)
Q1 2025
Beacon Financial Group Shares Held: 226K ($8.25M)
Q1 2025
Onyx Bridge Wealth Group LLC Shares Held: 10.2K ($371K)

About XDEC

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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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