Institutional shares held 20.6 Million
0 calls
0 puts
Total value of holdings $968M
$0 calls
$0 puts
# of Institutions 206


Latest Institutional Activity in RWJ

Top Purchases

Q3 2025
Sonoma Allocations LLC Shares Held: 46.2K ($2.19M)
Q3 2025
First Bank & Trust Shares Held: 17.8K ($843K)
Q3 2025
Jones Financial Companies Lllp Shares Held: 102K ($4.82M)
Q3 2025
Consolidated Planning Corp Shares Held: 325K ($15.4M)
Q3 2025
Belpointe Asset Management LLC Shares Held: 39K ($1.85M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 334K ($15.9M)
Q3 2025
Wfa Asset Management Corp Shares Held: 227K ($10.8M)
Q3 2025
Sk Wealth Management, LLC Shares Held: 95.3K ($4.52M)
Q3 2025
Stratos Wealth Partners, Ltd. Shares Held: 14.7K ($698K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 117K ($5.54M)

About RWJ

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