Institutional shares held 11 Million
0 calls
0 puts
Total value of holdings $421M
$0 calls
$0 puts
# of Institutions 97


Latest Institutional Activity in FSMD

Top Purchases

Q1 2025
Retirement Planning Group Shares Held: 3.48M ($134M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 249K ($9.59M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 438K ($16.8M)
Q1 2025
Laurel Wealth Planning LLC Shares Held: 44.6K ($1.71M)
Q1 2025
Assured Partners Investment Advisors, LLC Shares Held: 247K ($9.48M)

Top Sells

Q1 2025
Parcion Private Wealth LLC Shares Held: 350K ($13.4M)
Q1 2025
Fundamentun, LLC Shares Held: 129K ($4.94M)
Q1 2025
Sterling Manor Financial, LLC Shares Held: 115K ($4.4M)
Q1 2025
Fifth Third Securities, Inc. Shares Held: 19.1K ($735K)
Q1 2025
Trademark Financial Management, LLC Shares Held: 49.7K ($1.91M)

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