Institutional shares held 16.2 Million
0 calls
0 puts
Total value of holdings $682M
$0 calls
$0 puts
# of Institutions 13


Latest Institutional Activity in TAGG

Top Purchases

Q1 2025
Price T Rowe Associates Inc Shares Held: 16M ($677M)
Q1 2025
Towerpoint Wealth, LLC Shares Held: 36.5K ($1.54M)
Q1 2025
Cetera Investment Advisers Shares Held: 11.9K ($500K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 11.9K ($500K)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 6.36K ($269K)

Top Sells

Q1 2025
Citadel Advisors LLC Shares Held: 5.72K ($241K)
Q1 2025
1900 Wealth Management LLC Shares Held: 6.24K ($263K)
Q1 2025
Savvy Advisors, Inc. Shares Held: 8.25K ($348K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 4.7K ($198K)
Q3 2024
Bank Of Montreal Shares Held: 1.26K ($53.3K)

About TAGG

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