Institutional shares held 303,454
0 calls
0 puts
Total value of holdings $10.1M
$0 calls
$0 puts
# of Institutions 9


Latest Institutional Activity in OCIO

Top Purchases

Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2024
Mercer Global Advisors Inc Shares Held: 18.8K ($626K)
Q4 2023
Morgan Stanley Shares Held: 1 ($33.3)
Q3 2023
Citadel Advisors LLC Shares Held: 33.8K ($1.12M)
Q2 2023
Blueprint Investment Partners LLC Shares Held: 82.7K ($2.75M)

Top Sells

Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 24.8K ($825K)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 34.6K ($1.15M)
Q1 2024
Jane Street Group, LLC Shares Held: 18K ($598K)
Q1 2024
Envestnet Asset Management Inc Shares Held: 170K ($5.65M)
Q1 2024
Janney Montgomery Scott LLC Shares Held: 33K ($1.1M)

About OCIO

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