Institutional shares held 252 Million
17.9K calls
18.1K puts
Total value of holdings $48.8B
$3.47M calls
$3.51M puts
# of Institutions 1,652


Latest Institutional Activity in QUAL

Top Purchases

Q3 2025
Ronald Blue Trust, Inc. Shares Held: 2.74M ($526M)
Q3 2025
Orgel Wealth Management, LLC Shares Held: 3.01M ($578M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 209K ($40.1M)
Q3 2025
Perigon Wealth Management, LLC Shares Held: 182K ($35.1M)
Q3 2025
Hbk Sorce Advisory LLC Shares Held: 24.8K ($4.77M)

Top Sells

Q3 2025
Gradient Investments LLC Shares Held: 2.31K ($444K)
Q3 2025
Fort Washington Investment Advisors Inc Shares Held: 120K ($23.1M)
Q3 2025
Cwm, LLC Shares Held: 3.25M ($624M)
Q3 2025
Lineweaver Wealth Advisors, LLC Shares Held: 148K ($28.5M)
Q3 2025
Insight Wealth Strategies, LLC Shares Held: 95.3K ($18.3M)

About QUAL

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