Institutional shares held 28,865
0 calls
0 puts
Total value of holdings $1.57M
$0 calls
$0 puts
# of Institutions 13


Latest Institutional Activity in SFYF

Top Purchases

Q3 2025
Two Sigma Investments, LP Shares Held: 4.5K ($245K)
Q3 2025
Truist Financial Corp Shares Held: 4.02K ($219K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 7.65K ($417K)
Q3 2025
Advisory Services Network, LLC Shares Held: 425 ($23.2K)
Q3 2025
Wealthspire Advisors, LLC Shares Held: 120 ($6.54K)

Top Sells

Q3 2025
Perigon Wealth Management, LLC Shares Held: 10.9K ($595K)
Q3 2025
Wells Fargo & Company Shares Held: 0 ($0)
Q2 2025
Morgan Stanley Shares Held: 25 ($1.36K)
Q1 2024
Td Waterhouse Canada Inc. Shares Held: 0 ($0)
Q4 2023
Ubs Group Ag Shares Held: 95 ($5.18K)

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