Institutional shares held 39.3 Million
0 calls
0 puts
Total value of holdings $4.1B
$0 calls
$0 puts
# of Institutions 279


Latest Institutional Activity in RWL

Top Purchases

Q2 2025
Lpl Financial LLC Shares Held: 4.8M ($501M)
Q2 2025
Cerity Partners LLC Shares Held: 382K ($39.9M)
Q2 2025
Invesco Ltd. Shares Held: 8.18M ($853M)
Q2 2025
Morgan Stanley Shares Held: 3.01M ($314M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 881K ($92M)

Top Sells

Q2 2025
Ameriprise Financial Inc Shares Held: 3.68M ($384M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 536K ($56M)
Q2 2025
Fermata Advisors, LLC Shares Held: 11.7K ($1.22M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 7.76K ($809K)
Q2 2025
Geneos Wealth Management Inc. Shares Held: 66.5K ($6.94M)

About RWL

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