Institutional shares held 7.76 Million
26.7K calls
7.1K puts
Total value of holdings $1.09B
$3.76M calls
$1M puts
# of Institutions 187


Latest Institutional Activity in IAI

Top Purchases

Q1 2025
Harel Insurance Investments & Financial Services Ltd. Shares Held: 640K ($90.2M)
Q1 2025
Affinity Wealth Management LLC Shares Held: 206K ($29.1M)
Q1 2025
Heritage Oak Wealth Advisors LLC Shares Held: 14.9K ($2.09M)
Q1 2025
Csenge Advisory Group Shares Held: 10.2K ($1.43M)
Q1 2025
Hudson Value Partners, LLC Shares Held: 4.49K ($633K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 129K ($18.1M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 46.5K ($6.55M)
Q1 2025
Truist Financial Corp Shares Held: 14.3K ($2.01M)
Q1 2025
West End Advisors, LLC Shares Held: 5.21K ($734K)
Q1 2025
Minich Mac Gregor Wealth Management, LLC Shares Held: 51.1K ($7.2M)

About IAI

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