Institutional shares held 13.5 Million
0 calls
0 puts
Total value of holdings $567M
$0 calls
$0 puts
# of Institutions 113


Latest Institutional Activity in FSMD

Top Purchases

Q2 2025
Farther Finance Advisors, LLC Shares Held: 66.7K ($2.8M)
Q2 2025
Global Financial Private Client, LLC Shares Held: 16.2K ($679K)
Q2 2025
Breakwater Capital Group Shares Held: 16.2K ($678K)
Q2 2025
Focus Financial Network, Inc. Shares Held: 5.98K ($250K)
Q2 2025
Parallel Advisors, LLC Shares Held: 3.84K ($161K)

Top Sells

Q2 2025
Sterling Manor Financial, LLC Shares Held: 112K ($4.68M)
Q2 2025
Roxbury Financial LLC Shares Held: 19.9K ($833K)
Q2 2025
Silver Oak Securities, Inc Shares Held: 8.22K ($344K)
Q1 2025
Parcion Private Wealth LLC Shares Held: 350K ($14.7M)
Q1 2025
Fundamentun, LLC Shares Held: 129K ($5.39M)

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