Institutional shares held 6.29 Million
0 calls
0 puts
Total value of holdings $495M
$0 calls
$0 puts
# of Institutions 170


Latest Institutional Activity in IMCV

Top Purchases

Q3 2025
Davenport & CO LLC Shares Held: 62.8K ($4.95M)
Q3 2025
5 T Wealth, LLC Shares Held: 2.64K ($208K)
Q3 2025
Matrix Trust CO Shares Held: 204K ($16.1M)
Q3 2025
Dynamic Advisor Solutions LLC Shares Held: 26.1K ($2.06M)
Q3 2025
Orgel Wealth Management, LLC Shares Held: 360K ($28.4M)

Top Sells

Q3 2025
Revisor Wealth Management LLC Shares Held: 3.24K ($255K)
Q3 2025
Private Trust CO Na Shares Held: 822 ($64.7K)
Q2 2025
Morgan Stanley Shares Held: 680K ($53.5M)
Q2 2025
Susquehanna International Group, LLP Shares Held: 7.64K ($602K)
Q2 2025
Black Diamond Financial, LLC Shares Held: 111K ($8.72M)

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