Institutional shares held 82.8 Million
0 calls
0 puts
Total value of holdings $3.32B
$0 calls
$0 puts
# of Institutions 153


Latest Institutional Activity in RECS

Top Purchases

Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 140K ($5.61M)
Q3 2025
Gradient Investments LLC Shares Held: 2.14M ($85.6M)
Q3 2025
Kwb Wealth Shares Held: 330K ($13.2M)
Q3 2025
Archford Capital Strategies, LLC Shares Held: 344K ($13.8M)
Q3 2025
Optivise Advisory Services LLC Shares Held: 34.2K ($1.37M)

Top Sells

Q3 2025
Fermata Advisors, LLC Shares Held: 93.9K ($3.76M)
Q3 2025
Rda Financial Network Shares Held: 102K ($4.1M)
Q3 2025
Mattson Financial Services, LLC Shares Held: 63.8K ($2.55M)
Q3 2025
Fiduciary Alliance LLC Shares Held: 6.71K ($268K)
Q2 2025
Blue Stem Wealth Partners, LLC Shares Held: 1.06M ($42.5M)

About RECS

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