Institutional shares held 3.87 Million
0 calls
0 puts
Total value of holdings $347M
$0 calls
$0 puts
# of Institutions 75


Latest Institutional Activity in CFA

Top Purchases

Q3 2025
New Edge Advisors, LLC Shares Held: 51.4K ($4.6M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 103K ($9.25M)
Q3 2025
Hrt Financial LP Shares Held: 6.44K ($577K)
Q3 2025
Jones Financial Companies Lllp Shares Held: 42.3K ($3.79M)
Q3 2025
Citadel Advisors LLC Shares Held: 6.04K ($541K)

Top Sells

Q3 2025
Raymond James Financial Inc Shares Held: 223K ($20M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 232K ($20.8M)
Q3 2025
Stifel Financial Corp Shares Held: 3.99K ($358K)
Q3 2025
Morgan Stanley Shares Held: 646K ($57.9M)
Q3 2025
Bank Of America Corp Shares Held: 365K ($32.7M)

About CFA

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