Institutional shares held 8.12 Million
0 calls
0 puts
Total value of holdings $786M
$0 calls
$0 puts
# of Institutions 229


Latest Institutional Activity in FEX

Top Purchases

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 260K ($25.4M)
Q1 2025
Assured Partners Investment Advisors, LLC Shares Held: 165K ($16.1M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 29.2K ($2.86M)
Q1 2025
Wedmont Private Capital Shares Held: 11.7K ($1.14M)
Q1 2025
Hbk Sorce Advisory LLC Shares Held: 184K ($18M)

Top Sells

Q1 2025
Kpp Advisory Services LLC Shares Held: 28.9K ($2.83M)
Q1 2025
Park National Corp Shares Held: 9.14K ($894K)
Q1 2025
Western Wealth Management, LLC Shares Held: 1.99K ($195K)
Q1 2025
Tanglewood Legacy Advisors, LLC Shares Held: 2.67K ($261K)
Q1 2025
Mission Wealth Management, LP Shares Held: 3.33K ($326K)

About FEX

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