Institutional shares held 129 Million
20.1K calls
15.8K puts
Total value of holdings $4.6B
$718K calls
$565K puts
# of Institutions 534


Latest Institutional Activity in CALF

Top Purchases

Q1 2025
Clarus Wealth Advisors Shares Held: 103K ($3.72M)
Q1 2025
626 Financial, LLC Shares Held: 225K ($8.12M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 81.7K ($2.94M)
Q1 2025
Global Assets Advisory, LLC Shares Held: 58.5K ($2.11M)
Q1 2025
Lodestone Wealth Management LLC Shares Held: 31.3K ($1.13M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 606K ($21.8M)
Q1 2025
Teamwork Financial Advisors, LLC Shares Held: 53.4K ($1.92M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 1.25M ($44.9M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 447K ($16.1M)
Q1 2025
Madrona Financial Services, LLC Shares Held: 21K ($758K)

About CALF

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