Institutional shares held 5.83 Million
0 calls
0 puts
Total value of holdings $257M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in QVAL

Top Purchases

Q1 2025
Stokes Family Office, LLC Shares Held: 241K ($10.6M)
Q1 2025
Strid Group, LLC Shares Held: 1.42M ($62.6M)
Q1 2025
Cwm, LLC Shares Held: 224K ($9.89M)
Q1 2025
Lpl Financial LLC Shares Held: 74K ($3.26M)
Q1 2025
Valley Financial Group, Inc. Shares Held: 210K ($9.25M)

Top Sells

Q1 2025
Empirical Finance, LLC Shares Held: 444K ($19.6M)
Q1 2025
Lifeworks Advisors, LLC Shares Held: 16.5K ($729K)
Q1 2025
Kathleen S. Wright Associates Inc. Shares Held: 109K ($4.79M)
Q1 2025
One Plus One Wealth Management, LLC Shares Held: 133K ($5.84M)
Q1 2025
Breakwater Capital Group Shares Held: 17.7K ($781K)

About QVAL

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