Institutional shares held 38 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 ($65.3M)
Q1 2025
Daymark Wealth Partners, LLC Shares Held: 631K ($20.5M)
Q1 2025
Balance Wealth, LLC Shares Held: 302K ($9.82M)
Q1 2025
Archford Capital Strategies, LLC Shares Held: 263K ($8.55M)
Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 1.51M ($49.2M)

Top Sells

Q1 2025
River Tree Advisors, LLC Shares Held: 8.7K ($283K)
Q4 2024
Ameriprise Financial Inc Shares Held: 1.71M ($55.6M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 20.5K ($668K)
Q4 2024
Gladstone Institutional Advisory LLC Shares Held: 386K ($12.6M)
Q4 2024
Advisory Services Network, LLC Shares Held: 8.69K ($283K)

About RECS

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