Institutional shares held 9.9 Million
0 calls
0 puts
Total value of holdings $224M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in NFLT

Top Purchases

Q1 2025
Retirement Planning Group Shares Held: 3.19M ($72.2M)
Q1 2025
Stifel Financial Corp Shares Held: 389K ($8.8M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 545K ($12.3M)
Q1 2025
Atomi Financial Group, Inc. Shares Held: 1.24M ($28.1M)
Q1 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 540K ($12.2M)

Top Sells

Q1 2025
Lpl Financial LLC Shares Held: 347K ($7.85M)
Q1 2025
Pfg Advisors Shares Held: 26.6K ($602K)
Q1 2025
Fermata Advisors, LLC Shares Held: 35.5K ($804K)
Q1 2025
Cetera Investment Advisers Shares Held: 20.3K ($460K)
Q1 2025
Integrity Wealth Advisors, Inc. Shares Held: 23.8K ($539K)

About NFLT

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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