Institutional shares held 8.46 Million
0 calls
0 puts
Total value of holdings $318M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in XSHQ

Top Purchases

Q1 2025
Alaska Permanent Capital Management Shares Held: 327K ($12.3M)
Q1 2025
Larson Financial Group LLC Shares Held: 387K ($14.5M)
Q1 2025
Accordant Advisory Group Inc Shares Held: 186K ($6.99M)
Q1 2025
Apcm Wealth Management For Individuals Shares Held: 110K ($4.11M)
Q1 2025
Confluence Investment Management LLC Shares Held: 459K ($17.2M)

Top Sells

Q1 2025
Golden State Wealth Management, LLC Shares Held: 15.7K ($588K)
Q1 2025
Centennial Bank/Ar/ Shares Held: 7.7K ($289K)
Q1 2025
Good Life Advisors, LLC Shares Held: 31.6K ($1.19M)
Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 7.35K ($276K)
Q1 2025
Twin Peaks Wealth Advisors, LLC Shares Held: 14.3K ($538K)

About XSHQ

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P - Open market or private purchase×
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I - Discretionary transaction×
M - Exercise of conversion of derivative security×
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E - Expiration of short derivative position×
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X - Exercise of in-the-money or at-the-money derivatives securities×
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L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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