Institutional shares held 1.24 Million
0 calls
0 puts
Total value of holdings $35.8M
$0 calls
$0 puts
# of Institutions 21


Latest Institutional Activity in ROAM

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 459K ($13.3M)
Q3 2025
Empirical Asset Management, LLC Shares Held: 21.9K ($634K)
Q3 2025
Fermata Advisors, LLC Shares Held: 35K ($1.02M)
Q3 2025
J.W. Cole Advisors, Inc. Shares Held: 9.56K ($277K)
Q2 2025
Twin Peaks Wealth Advisors, LLC Shares Held: 1.95K ($56.4K)

Top Sells

Q3 2025
Stratos Wealth Partners, Ltd. Shares Held: 394K ($11.4M)
Q3 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 9.44K ($274K)
Q3 2025
Dynamic Advisor Solutions LLC Shares Held: 21.3K ($618K)
Q3 2025
Prospera Financial Services Inc Shares Held: 14.3K ($415K)
Q3 2025
Private Trust CO Na Shares Held: 1.43K ($41.3K)

About ROAM

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