Institutional shares held 16 Million
0 calls
0 puts
Total value of holdings $930M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in JMOM

Top Purchases

Q3 2024
Ronald Blue Trust, Inc. Shares Held: 3.19M ($186M)
Q3 2024
Dynamic Advisor Solutions LLC Shares Held: 4.2K ($245K)
Q3 2024
Good Life Advisors, LLC Shares Held: 3.56K ($208K)
Q3 2024
Cornerstone Wealth Management, LLC Shares Held: 141K ($8.22M)
Q3 2024
Creative Planning Shares Held: 4.72K ($275K)

Top Sells

Q3 2024
Cassia Capital Partners, LLC Shares Held: 141K ($8.23M)
Q3 2024
Shore Point Advisors, LLC Shares Held: 502K ($29.3M)
Q3 2024
Private Advisor Group, LLC Shares Held: 5.5K ($321K)
Q3 2024
Daymark Wealth Partners, LLC Shares Held: 8.69K ($506K)
Q3 2024
Brightwater Advisory LLC Shares Held: 11.2K ($653K)

About JMOM

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