Institutional shares held 2.81 Million
2.5K calls
73.9K puts
Total value of holdings $58.9M
$52K calls
$1.55M puts
# of Institutions 53


Latest Institutional Activity in RWM

Top Purchases

Q1 2025
Stableford Capital Ii LLC Shares Held: 416K ($8.73M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 107K ($2.25M)
Q1 2025
Imc Chicago, LLC Shares Held: 41.4K ($869K)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 36.7K ($770K)
Q1 2025
Oppenheimer & CO Inc Shares Held: 73.1K ($1.54M)

Top Sells

Q1 2025
One Plus One Wealth Management, LLC Shares Held: 175K ($3.67M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 6 ($126)
Q1 2025
Total Wealth Planning & Management, Inc. Shares Held: 15.9K ($334K)
Q4 2024
Advisory Services Network, LLC Shares Held: 55.8K ($1.17M)
Q4 2024
Morgan Stanley Shares Held: 49.2K ($1.03M)

About RWM

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