Institutional shares held 4.81 Million
0 calls
0 puts
Total value of holdings $198M
$0 calls
$0 puts
# of Institutions 58

Latest Institutional Activity in QVAL

Top Purchases

Q4 2023
Valley Financial Group, Inc. Shares Held: 173K ($7.09M)
Q4 2023
One Degree Advisors Inc Shares Held: 105K ($4.32M)
Q4 2023
Fulcrum Equity Management Shares Held: 30.6K ($1.26M)
Q4 2023
Ethos Financial Group, LLC Shares Held: 114K ($4.67M)
Q4 2023
Belpointe Asset Management LLC Shares Held: 57.8K ($2.37M)

Top Sells

Q4 2023
Toroso Investments, LLC Shares Held: 9.49K ($390K)
Q4 2023
Royal Bank Of Canada Shares Held: 95.1K ($3.91M)
Q4 2023
Lansing Street Advisors Shares Held: 7.06K ($290K)
Q4 2023
Kathleen S. Wright Associates Inc. Shares Held: 101K ($4.17M)
Q4 2023
Quarry Hill Advisors, LLC Shares Held: 83.4K ($3.43M)

About QVAL

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