Institutional shares held 641,397
0 calls
0 puts
Total value of holdings $16.6M
$0 calls
$0 puts
# of Institutions 18


Latest Institutional Activity in FSMO

Top Purchases

Q2 2024
San Luis Wealth Advisors LLC Shares Held: 181K ($4.69M)
Q2 2024
Dentgroup LLC Shares Held: 35.5K ($920K)
Q2 2024
Venturi Wealth Management, LLC Shares Held: 44 ($1.14K)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2024
Truist Financial Corp Shares Held: 148K ($3.85M)

Top Sells

Q2 2024
Mc Clarren Financial Advisors, Inc. Shares Held: 50 ($1.3K)
Q1 2024
Mercer Global Advisors Inc Shares Held: 10.5K ($272K)
Q1 2024
Envestnet Asset Management Inc Shares Held: 10.9K ($284K)
Q1 2024
Benjamin F. Edwards & Company, Inc. Shares Held: 6.97K ($181K)
Q3 2023
Ubs Group Ag Shares Held: 153 ($3.97K)

About FSMO

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