Institutional shares held 8.39 Million
0 calls
0 puts
Total value of holdings $415M
$0 calls
$0 puts
# of Institutions 95


Latest Institutional Activity in TAXF

Top Purchases

Q4 2024
Sunpointe, LLC Shares Held: 198K ($9.79M)
Q4 2024
Cx Institutional Shares Held: 619K ($30.6M)
Q4 2024
Mercer Global Advisors Inc Shares Held: 107K ($5.3M)
Q4 2024
Raymond James Financial Inc Shares Held: 104K ($5.16M)
Q4 2024
Jane Street Group, LLC Shares Held: 80.7K ($3.99M)

Top Sells

Q4 2024
Envestnet Asset Management Inc Shares Held: 1.95M ($96.2M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 703 ($34.8K)
Q4 2024
Resources Investment Advisors, Llc. Shares Held: 128K ($6.32M)
Q4 2024
Orion Portfolio Solutions, LLC Shares Held: 39K ($1.93M)
Q4 2024
Financial Advocates Investment Management Shares Held: 29.1K ($1.44M)

About TAXF

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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