Institutional shares held 23.7 Million
0 calls
0 puts
Total value of holdings $1.5B
$0 calls
$0 puts
# of Institutions 151


Latest Institutional Activity in JMEE

Top Purchases

Q3 2025
Capital Advisors Wealth Management, LLC Shares Held: 202K ($12.8M)
Q3 2025
Wealth Plan Investment Management, LLC Shares Held: 65.9K ($4.18M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 326K ($20.7M)
Q3 2025
Total Wealth Planning, LLC Shares Held: 475K ($30.1M)
Q3 2025
Ashton Thomas Securities, LLC Shares Held: 51.8K ($3.28M)

Top Sells

Q3 2025
Freedom Financial Partners LLC Shares Held: 37.9K ($2.4M)
Q3 2025
Advisory Resource Group Shares Held: 243K ($15.4M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 23.6K ($1.5M)
Q3 2025
Cgc Financial Services, LLC Shares Held: 336K ($21.3M)
Q3 2025
Cwm, LLC Shares Held: 433K ($27.4M)

About JMEE

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