Institutional shares held 16.9 Million
0 calls
0 puts
Total value of holdings $435M
$0 calls
$0 puts
# of Institutions 78


Latest Institutional Activity in FISR

Top Purchases

Q2 2025
Lpl Financial LLC Shares Held: 4.21M ($108M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.5M ($90.1M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 2.35M ($60.6M)
Q2 2025
Austin Private Wealth, LLC Shares Held: 652K ($16.8M)
Q2 2025
Hibernia Wealth Partners, LLC Shares Held: 692K ($17.8M)

Top Sells

Q2 2025
Merit Financial Group, LLC Shares Held: 19.5K ($503K)
Q2 2025
Allworth Financial LP Shares Held: 5.89K ($152K)
Q2 2025
Argent Trust CO Shares Held: 60.9K ($1.57M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 200 ($5.15K)
Q2 2025
Family Wealth Group, LLC Shares Held: 13K ($335K)

About FISR

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