Institutional shares held 19.2 Million
0 calls
0 puts
Total value of holdings $376M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in FSMB

Top Purchases

Q1 2025
Rmr Wealth Builders Shares Held: 813K ($16M)
Q1 2025
Tru Wealth Advisors, LLC Shares Held: 591K ($11.7M)
Q1 2025
En Rich Financial Partners LLC Shares Held: 374K ($7.38M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 47.8K ($943K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 118K ($2.33M)

Top Sells

Q1 2025
Nilsine Partners, LLC Shares Held: 221K ($4.35M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 27.4K ($540K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 17.2K ($340K)
Q1 2025
Trust CO Of Oklahoma Shares Held: 33K ($651K)
Q1 2025
Hobart Private Capital, LLC Shares Held: 66.8K ($1.32M)

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