Institutional shares held 23.4 Million
0 calls
0 puts
Total value of holdings $867M
$0 calls
$0 puts
# of Institutions 212


Latest Institutional Activity in RWJ

Top Purchases

Q1 2025
Wfa Asset Management Corp Shares Held: 316K ($11.8M)
Q1 2025
Edge Financial Advisors LLC Shares Held: 26K ($973K)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 28.6K ($1.07M)
Q1 2025
Cathy Pareto & Associates, Inc Shares Held: 26.2K ($981K)
Q1 2025
Sowell Financial Services LLC Shares Held: 17.9K ($670K)

Top Sells

Q1 2025
Fermata Advisors, LLC Shares Held: 54.7K ($2.05M)
Q1 2025
Sk Wealth Management, LLC Shares Held: 157K ($5.87M)
Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 26.5K ($992K)
Q1 2025
World Equity Group, Inc. Shares Held: 7.21K ($270K)
Q1 2025
Consolidated Planning Corp Shares Held: 324K ($12.1M)

About RWJ

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