Institutional shares held 2.19 Million
0 calls
0 puts
Total value of holdings $54.2M
$0 calls
$0 puts
# of Institutions 56


Latest Institutional Activity in IDNA

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 13.6K ($338K)
Q3 2025
Matauro, LLC Shares Held: 11.1K ($274K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 180 ($4.46K)
Q3 2025
Tidemark, LLC Shares Held: 1.4K ($34.6K)
Q3 2025
Ae Wealth Management LLC Shares Held: 148 ($3.67K)

Top Sells

Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 23.4K ($581K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 28.2K ($699K)
Q3 2025
Blue Bell Private Wealth Management, LLC Shares Held: 55 ($1.36K)
Q2 2025
Morgan Stanley Shares Held: 132K ($3.26M)
Q2 2025
Clearwater Capital Advisors, LLC Shares Held: 67.1K ($1.66M)

About IDNA

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