Institutional shares held 6.87 Million
0 calls
0 puts
Total value of holdings $256M
$0 calls
$0 puts
# of Institutions 46


Latest Institutional Activity in SEIQ

Top Purchases

Q2 2025
Meriwether Wealth & Planning, LLC Shares Held: 108K ($4.03M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 42.3K ($1.57M)
Q2 2025
Diversified Enterprises, LLC Shares Held: 10.9K ($405K)
Q2 2025
Perigon Wealth Management, LLC Shares Held: 13.6K ($507K)
Q2 2025
K2 Financial Inc. Shares Held: 47K ($1.75M)

Top Sells

Q2 2025
Truist Financial Corp Shares Held: 117K ($4.34M)
Q2 2025
My Legacy Advisors, LLC Shares Held: 7.34K ($273K)
Q1 2025
Sei Investments CO Shares Held: 5.89M ($219M)
Q1 2025
Calton & Associates, Inc. Shares Held: 7.79K ($290K)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 52K ($1.94M)

About SEIQ

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