Institutional shares held 45 Million
0 calls
0 puts
Total value of holdings $2.48B
$0 calls
$0 puts
# of Institutions 277


Latest Institutional Activity in XT

Top Purchases

Q1 2025
Ritholtz Wealth Management Shares Held: 44.2K ($2.43M)
Q1 2025
Atlas Private Wealth Advisors Shares Held: 23.4K ($1.29M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 172K ($9.46M)
Q1 2025
Rfg Advisory, LLC Shares Held: 6.27K ($345K)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 83.5K ($4.59M)

Top Sells

Q1 2025
Sweeney & Michel, LLC Shares Held: 28.2K ($1.55M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 163K ($8.96M)
Q1 2025
Cx Institutional Shares Held: 7.3K ($401K)
Q1 2025
Christensen, King & Associates Investment Services, Inc. Shares Held: 5.54K ($304K)
Q1 2025
Pallas Capital Advisors LLC Shares Held: 20K ($1.1M)

About XT

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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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