Institutional shares held 10.8 Million
0 calls
0 puts
Total value of holdings $250M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in NFLT

Top Purchases

Q3 2025
Retirement Planning Group Shares Held: 3.66M ($84.7M)
Q3 2025
Peak Financial Management, Inc. Shares Held: 481K ($11.1M)
Q3 2025
Maridea Wealth Management LLC Shares Held: 133K ($3.08M)
Q3 2025
Sonoma Allocations LLC Shares Held: 37K ($857K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 196K ($4.54M)

Top Sells

Q3 2025
New Century Financial Group, LLC Shares Held: 9.5K ($220K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 142K ($3.28M)
Q3 2025
Wealth Management Partners, LLC Shares Held: 30.4K ($705K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 600 ($13.9K)
Q3 2025
Financial Network Wealth Advisors LLC Shares Held: 12.8K ($297K)

About NFLT

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