Institutional shares held 16.9 Million
0 calls
0 puts
Total value of holdings $336M
$0 calls
$0 puts
# of Institutions 121


Latest Institutional Activity in FSMB

Top Purchases

Q2 2024
Rmr Wealth Builders Shares Held: 642K ($12.8M)
Q2 2024
Allworth Financial LP Shares Held: 163K ($3.25M)
Q2 2024
Advisory Resource Group Shares Held: 110K ($2.19M)
Q2 2024
Francis Financial, Inc. Shares Held: 55.4K ($1.1M)
Q2 2024
Pfs Partners, LLC Shares Held: 628K ($12.5M)

Top Sells

Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 1.17M ($23.2M)
Q2 2024
Tru Wealth Advisors, LLC Shares Held: 534K ($10.6M)
Q2 2024
Janney Montgomery Scott LLC Shares Held: 15.5K ($307K)
Q2 2024
Walkner Condon Financial Advisors LLC Shares Held: 25.1K ($500K)
Q2 2024
Occidental Asset Management, LLC Shares Held: 38K ($756K)

About FSMB

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