Institutional shares held 37.9 Million
0 calls
0 puts
Total value of holdings $1.2B
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in RECS

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 2.01M ($63.6M)
Q1 2025
Daymark Wealth Partners, LLC Shares Held: 631K ($20M)
Q1 2025
Balance Wealth, LLC Shares Held: 302K ($9.57M)
Q1 2025
Archford Capital Strategies, LLC Shares Held: 263K ($8.32M)
Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 1.51M ($47.9M)

Top Sells

Q1 2025
River Tree Advisors, LLC Shares Held: 8.7K ($275K)
Q4 2024
Ameriprise Financial Inc Shares Held: 1.71M ($54.2M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 20.5K ($651K)
Q4 2024
Gladstone Institutional Advisory LLC Shares Held: 386K ($12.2M)
Q4 2024
Advisory Services Network, LLC Shares Held: 8.69K ($275K)

About RECS

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