Institutional shares held 13.5 Million
0 calls
0 puts
Total value of holdings $548M
$0 calls
$0 puts
# of Institutions 108


Latest Institutional Activity in FSMD

Top Purchases

Q1 2025
Retirement Planning Group Shares Held: 3.48M ($142M)
Q1 2025
Advocacy Wealth Management Services, LLC Shares Held: 719K ($29.3M)
Q1 2025
Bank Of America Corp Shares Held: 855K ($34.8M)
Q1 2025
Lpl Financial LLC Shares Held: 621K ($25.3M)
Q1 2025
Fortitude Financial, LLC Shares Held: 156K ($6.34M)

Top Sells

Q1 2025
Parcion Private Wealth LLC Shares Held: 350K ($14.2M)
Q1 2025
Fundamentun, LLC Shares Held: 129K ($5.24M)
Q1 2025
Sterling Manor Financial, LLC Shares Held: 115K ($4.66M)
Q1 2025
Stifel Financial Corp Shares Held: 222K ($9.05M)
Q1 2025
Steward Partners Investment Advisory, LLC Shares Held: 205K ($8.36M)

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