Institutional shares held 23.1 Million
0 calls
0 puts
Total value of holdings $1.13B
$0 calls
$0 puts
# of Institutions 190


Latest Institutional Activity in QLTA

Top Purchases

Q3 2025
Parcion Private Wealth LLC Shares Held: 389K ($18.9M)
Q3 2025
Kelly Financial Services LLC Shares Held: 282K ($13.7M)
Q3 2025
Lockerman Financial Group, Inc. Shares Held: 13.1K ($639K)
Q3 2025
Security Financial Services, Inc. Shares Held: 12K ($584K)
Q3 2025
Embree Financial Group Shares Held: 4.38K ($213K)

Top Sells

Q3 2025
Beacon Financial Group Shares Held: 34.3K ($1.67M)
Q2 2025
Assetmark, Inc Shares Held: 409K ($19.9M)
Q2 2025
Brinker Capital Investments, LLC Shares Held: 26.9K ($1.31M)
Q2 2025
Rkl Wealth Management LLC Shares Held: 43.4K ($2.11M)
Q2 2025
Wooster Corthell Wealth Management, Inc. Shares Held: 133K ($6.45M)

About QLTA

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