Institutional shares held 20.1 Million
0 calls
0 puts
Total value of holdings $400M
$0 calls
$0 puts
# of Institutions 139


Latest Institutional Activity in FSMB

Top Purchases

Q2 2025
Rmr Wealth Builders Shares Held: 862K ($17.2M)
Q2 2025
Tru Wealth Advisors, LLC Shares Held: 623K ($12.4M)
Q2 2025
Keystone Wealth Services, LLC Shares Held: 16.5K ($329K)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 51.4K ($1.02M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 5.15K ($103K)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 34.1K ($679K)
Q2 2025
Inspirion Wealth Advisors, LLC Shares Held: 34.3K ($683K)
Q2 2025
Vishria Bird Financial Group, LLC Shares Held: 89.7K ($1.79M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 164K ($3.27M)
Q1 2025
Lpl Financial LLC Shares Held: 1.24M ($24.6M)

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