Institutional shares held 1.85 Million
0 calls
0 puts
Total value of holdings $295M
$0 calls
$0 puts
# of Institutions 75


Latest Institutional Activity in SIZE

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 17.4K ($2.77M)
Q3 2025
Cerity Partners LLC Shares Held: 6.13K ($979K)
Q3 2025
Cypress Wealth Services, LLC Shares Held: 2.62K ($417K)
Q3 2025
Td Waterhouse Canada Inc. Shares Held: 2.17K ($346K)
Q3 2025
Park Avenue Securities LLC Shares Held: 3.27K ($522K)

Top Sells

Q3 2025
James Reed Financial Services, Inc. Shares Held: 163K ($26M)
Q3 2025
Trinity Wealth Management, LLC Shares Held: 112K ($17.8M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 2.25K ($359K)
Q3 2025
Qtr Family Wealth, LLC Shares Held: 4.57K ($729K)
Q3 2025
G&S Capital LLC Shares Held: 7.18K ($1.15M)

About SIZE

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