Institutional shares held 26.1 Million
0 calls
0 puts
Total value of holdings $650M
$0 calls
$0 puts
# of Institutions 179


Latest Institutional Activity in FLMI

Top Purchases

Q4 2025
Tru Wealth Advisors, LLC Shares Held: 609K ($15.1M)
Q4 2025
Certified Advisory Corp Shares Held: 109K ($2.71M)
Q4 2025
Advisor Net Financial, Inc Shares Held: 77.5K ($1.93M)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 45.5K ($1.13M)
Q4 2025
Spire Wealth Management Shares Held: 29.7K ($739K)

Top Sells

Q4 2025
Econ Financial Services Corp Shares Held: 21.3K ($530K)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 19.1K ($475K)
Q3 2025
Wright Fund Management, LLC Shares Held: 86.3K ($2.15M)
Q3 2025
Blue Stem Wealth Partners, LLC Shares Held: 244K ($6.07M)
Q3 2025
Financial Advocates Investment Management Shares Held: 15.1K ($377K)

About FLMI

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