Institutional shares held 52.5 Million
2.3K calls
200 puts
Total value of holdings $6.9B
$301K calls
$26K puts
# of Institutions 541


Latest Institutional Activity in MGV

Top Purchases

Q2 2025
Advisor Group Holdings, Inc. Shares Held: 970K ($127M)
Q2 2025
Assetmark, Inc Shares Held: 15.2M ($1.99B)
Q2 2025
Bank Of America Corp Shares Held: 4.38M ($576M)
Q2 2025
Praetorian Wealth Management, Inc. Shares Held: 316K ($41.5M)
Q2 2025
Wells Fargo & Company Shares Held: 958K ($126M)

Top Sells

Q2 2025
Duncan Williams Asset Management, LLC Shares Held: 3.01K ($395K)
Q2 2025
Black Diamond Financial, LLC Shares Held: 600K ($78.8M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 1.32M ($173M)
Q2 2025
Capital Planning LLC Shares Held: 59K ($7.74M)
Q2 2025
Pnc Financial Services Group, Inc. Shares Held: 1.22M ($161M)

About MGV

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