Institutional shares held 20.9 Million
0 calls
0 puts
Total value of holdings $997M
$0 calls
$0 puts
# of Institutions 205


Latest Institutional Activity in RWJ

Top Purchases

Q3 2025
Sonoma Allocations LLC Shares Held: 46.2K ($2.2M)
Q3 2025
First Bank & Trust Shares Held: 17.8K ($848K)
Q3 2025
Trust CO Of Toledo Na Shares Held: 6.37K ($304K)
Q3 2025
Core Cap Advisors, LLC Shares Held: 52K ($2.48M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 4.49K ($214K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 334K ($16M)
Q3 2025
Sk Wealth Management, LLC Shares Held: 95.3K ($4.55M)
Q3 2025
Swisher Financial Concepts, Inc. Shares Held: 11.6K ($555K)
Q3 2025
Sowell Financial Services LLC Shares Held: 14K ($671K)
Q3 2025
Private Trust CO Na Shares Held: 900 ($43K)

About RWJ

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