Institutional shares held 5.58 Million
0 calls
0 puts
Total value of holdings $386M
$0 calls
$0 puts
# of Institutions 152


Latest Institutional Activity in IMCV

Top Purchases

Q1 2025
Parallel Advisors, LLC Shares Held: 3.55K ($246K)
Q1 2025
Ipsen Advisor Group LLC Shares Held: 80.1K ($5.55M)
Q1 2025
Nbc Securities, Inc. Shares Held: 300 ($20.8K)
Q1 2025
Steele Capital Management, Inc. Shares Held: 199K ($13.7M)
Q1 2025
Matrix Trust CO Shares Held: 199K ($13.7M)

Top Sells

Q1 2025
Orgel Wealth Management, LLC Shares Held: 341K ($23.6M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 17.9K ($1.24M)
Q1 2025
Merit Financial Group, LLC Shares Held: 24.4K ($1.69M)
Q1 2025
Retirement Planning Group Shares Held: 18K ($1.24M)
Q1 2025
Signature Securities Group Corporation Shares Held: 27.4K ($1.9M)

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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