Institutional shares held 28 Million
0 calls
0 puts
Total value of holdings $1.04B
$0 calls
$0 puts
# of Institutions 170


Latest Institutional Activity in ICOW

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 1.56M ($57.7M)
Q3 2025
Belpointe Asset Management LLC Shares Held: 83K ($3.06M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 291K ($10.7M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 275K ($10.1M)
Q3 2025
Truist Financial Corp Shares Held: 41.8K ($1.54M)

Top Sells

Q3 2025
Wealth Group LTD Shares Held: 262K ($9.66M)
Q3 2025
Amplius Wealth Advisors, LLC Shares Held: 111K ($4.08M)
Q3 2025
Pacer Advisors, Inc. Shares Held: 479K ($17.7M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 320K ($11.8M)
Q3 2025
Instrumental Wealth, LLC Shares Held: 6.41K ($236K)

About ICOW

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