Institutional shares held 4.35 Million
0 calls
0 puts
Total value of holdings $211M
$0 calls
$0 puts
# of Institutions 72


Latest Institutional Activity in FCAL

Top Purchases

Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 4.55K ($221K)
Q1 2025
Magnus Financial Group LLC Shares Held: 31.9K ($1.55M)
Q1 2025
Signature Securities Group Corporation Shares Held: 4.85K ($235K)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 4.28K ($208K)
Q1 2025
Warren Street Wealth Advisors, LLC Shares Held: 9.31K ($452K)

Top Sells

Q1 2025
Channel Wealth LLC Shares Held: 29.7K ($1.44M)
Q4 2024
Southland Equity Partners LLC Shares Held: 43.3K ($2.1M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 5.91K ($287K)
Q4 2024
Tidemark, LLC Shares Held: 15.8K ($768K)
Q4 2024
Allworth Financial LP Shares Held: 1.38K ($67K)

About FCAL

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