Institutional shares held 71.3 Million
0 calls
0 puts
Total value of holdings $3.13B
$0 calls
$0 puts
# of Institutions 341


Latest Institutional Activity in TFI

Top Purchases

Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 416K ($18.3M)
Q1 2025
Cx Institutional Shares Held: 60.1K ($2.64M)
Q1 2025
Edge Financial Advisors LLC Shares Held: 19K ($835K)
Q1 2025
Fourth Dimension Wealth, LLC Shares Held: 91.7K ($4.03M)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 10.7K ($470K)

Top Sells

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 424K ($18.7M)
Q1 2025
Gamma Investing LLC Shares Held: 9.3K ($409K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 43K ($1.89M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 126K ($5.56M)
Q1 2025
Hbk Sorce Advisory LLC Shares Held: 274K ($12M)

About TFI

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