Institutional shares held 224 Million
22.7K calls
11.5K puts
Total value of holdings $40.7B
$4.12M calls
$2.09M puts
# of Institutions 1,372


Latest Institutional Activity in QUAL

Top Purchases

Q3 2024
Orgel Wealth Management, LLC Shares Held: 1.24M ($224M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 1.74M ($316M)
Q3 2024
Eastern Bank Shares Held: 224K ($40.6M)
Q3 2024
Fragasso Group Inc. Shares Held: 391K ($71M)
Q3 2024
Foundations Investment Advisors, LLC Shares Held: 660K ($120M)

Top Sells

Q3 2024
Ronald Blue Trust, Inc. Shares Held: 1.99M ($361M)
Q3 2024
Svb Wealth LLC Shares Held: 2.22K ($403K)
Q3 2024
Cwm, LLC Shares Held: 3.95M ($717M)
Q3 2024
Claro Advisors LLC Shares Held: 2.98K ($541K)
Q3 2024
Merit Financial Group, LLC Shares Held: 110K ($19.9M)

About QUAL

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