Institutional shares held 20.5 Million
0 calls
0 puts
Total value of holdings $964M
$0 calls
$0 puts
# of Institutions 213


Latest Institutional Activity in RWJ

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 2.93M ($137M)
Q3 2025
Raymond James Financial Inc Shares Held: 782K ($36.7M)
Q3 2025
Potentia Wealth Shares Held: 80.9K ($3.8M)
Q3 2025
Sonoma Allocations LLC Shares Held: 46.2K ($2.17M)
Q3 2025
Mai Capital Management Shares Held: 416K ($19.5M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 334K ($15.7M)
Q3 2025
Ameriprise Financial Inc Shares Held: 1.56M ($73.5M)
Q3 2025
Citadel Advisors LLC Shares Held: 10.8K ($506K)
Q3 2025
Private Advisor Group, LLC Shares Held: 199K ($9.36M)
Q3 2025
Ancora Advisors, LLC Shares Held: 218K ($10.3M)

About RWJ

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