Institutional shares held 3.79 Million
0 calls
0 puts
Total value of holdings $331M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in CFA

Top Purchases

Q4 2024
Smith Thornton Advisors LLC Shares Held: 14.6K ($1.28M)
Q4 2024
Private Client Services, LLC Shares Held: 3.07K ($268K)
Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 1.26K ($110K)
Q3 2024
Northwestern Mutual Wealth Management CO Shares Held: 149K ($13M)
Q3 2024
Sanctuary Advisors, LLC Shares Held: 11.2K ($983K)

Top Sells

Q3 2024
Morgan Stanley Shares Held: 737K ($64.4M)
Q3 2024
Ubs Group Ag Shares Held: 238K ($20.8M)
Q3 2024
Bank Of America Corp Shares Held: 442K ($38.7M)
Q3 2024
Citadel Advisors LLC Shares Held: 18.6K ($1.63M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 251K ($21.9M)

About CFA

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