Institutional shares held 3.36 Million
0 calls
0 puts
Total value of holdings $97.8M
$0 calls
$0 puts
# of Institutions 66


Latest Institutional Activity in KMLM

Top Purchases

Q4 2023
Summit Wealth & Retirement Planning, Inc. Shares Held: 228K ($6.64M)
Q4 2023
Jane Street Group, LLC Shares Held: 225K ($6.56M)
Q4 2023
Sound Financial Strategies Group, LLC Shares Held: 149K ($4.33M)
Q4 2023
Raymond James Financial Services Advisors, Inc. Shares Held: 125K ($3.65M)
Q4 2023
Naviter Wealth, LLC Shares Held: 61.3K ($1.79M)

Top Sells

Q4 2023
First Heartland Consultants, Inc. Shares Held: 143K ($4.18M)
Q4 2023
Truist Financial Corp Shares Held: 14.4K ($420K)
Q4 2023
R. W. Roge & Company, Inc. Shares Held: 33.7K ($980K)
Q4 2023
Wealth Shield Partners, LLC Shares Held: 16.1K ($468K)
Q4 2023
Global Assets Advisory, LLC Shares Held: 12.2K ($354K)

About KMLM

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