Institutional shares held 1.32 Million
2K calls
2.4K puts
Total value of holdings $212M
$321K calls
$385K puts
# of Institutions 121


Latest Institutional Activity in XSW

Top Purchases

Q1 2025
Kingsview Wealth Management, LLC Shares Held: 68K ($10.9M)
Q1 2025
Financial Advocates Investment Management Shares Held: 3.57K ($574K)
Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 2.91K ($468K)
Q1 2025
Kaizen Financial Strategies Shares Held: 2.76K ($443K)
Q1 2025
Rmr Wealth Builders Shares Held: 2.15K ($346K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 6.01K ($966K)
Q1 2025
Merit Financial Group, LLC Shares Held: 8.92K ($1.43M)
Q1 2025
Ntv Asset Management LLC Shares Held: 3.62K ($582K)
Q1 2025
Money Concepts Capital Corp Shares Held: 1.98K ($318K)
Q1 2025
Sivia Capital Partners, LLC Shares Held: 2.21K ($355K)

About XSW

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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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