Institutional shares held 15.2 Million
0 calls
0 puts
Total value of holdings $899M
$0 calls
$0 puts
# of Institutions 208


Latest Institutional Activity in XSMO

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 196K ($11.6M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 299K ($17.7M)
Q1 2025
Fiduciary Alliance LLC Shares Held: 65.5K ($3.86M)
Q1 2025
Marmo Financial Group, LLC Shares Held: 277K ($16.4M)
Q1 2025
Sound Income Strategies, LLC Shares Held: 14.4K ($849K)

Top Sells

Q1 2025
Rfg Advisory, LLC Shares Held: 29.8K ($1.76M)
Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 244 ($14.4K)
Q1 2025
Focus Financial Network, Inc. Shares Held: 201K ($11.9M)
Q1 2025
Merit Financial Group, LLC Shares Held: 26.6K ($1.57M)
Q1 2025
Kozak & Associates, Inc. Shares Held: 15.1K ($894K)

About XSMO

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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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