Institutional shares held 6.81 Million
0 calls
0 puts
Total value of holdings $345M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in TAXF

Top Purchases

Q2 2024
Cwm, LLC Shares Held: 767K ($38.9M)
Q2 2024
U.S. Capital Wealth Advisors, LLC Shares Held: 51.4K ($2.61M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 1.78M ($90.1M)
Q1 2024
High Tower Advisors, LLC Shares Held: 101K ($5.14M)
Q1 2024
Morgan Stanley Shares Held: 223K ($11.3M)

Top Sells

Q2 2024
Stewardship Advisors, LLC Shares Held: 15.6K ($793K)
Q2 2024
Cx Institutional Shares Held: 496K ($25.2M)
Q2 2024
Garrett Investment Advisors LLC Shares Held: 6.87K ($348K)
Q2 2024
First Affirmative Financial Network Shares Held: 11.7K ($594K)
Q1 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 120K ($6.07M)

About TAXF

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