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

Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 10.1K ($476K)
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
Sanctuary Advisors, LLC Shares Held: 142K ($6.67M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 207K ($9.71M)
Q4 2025
Marshall Financial Group LLC Shares Held: 12.1K ($567K)
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)

About RWJ

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