Institutional shares held 82.5 Million
143K calls
0 puts
Total value of holdings $4.23B
$7.36M calls
$0 puts
# of Institutions 293


Latest Institutional Activity in OMFL

Top Purchases

Q1 2025
Focus Financial Network, Inc. Shares Held: 24.3K ($1.25M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 258K ($13.3M)
Q1 2025
Advisor Resource Council Shares Held: 9.05K ($464K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 303K ($15.6M)
Q1 2025
Goldstone Financial Group, LLC Shares Held: 14.2K ($730K)

Top Sells

Q1 2025
Waller Financial Planning Group, Inc Shares Held: 497K ($25.5M)
Q1 2025
San Luis Wealth Advisors LLC Shares Held: 97.4K ($4.99M)
Q1 2025
Org Partners LLC Shares Held: 39.8K ($2.04M)
Q1 2025
Clarius Group, LLC Shares Held: 202K ($10.4M)
Q1 2025
Stewardship Advisors, LLC Shares Held: 16.8K ($861K)

About OMFL

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