Institutional shares held 3.3 Million
0 calls
0 puts
Total value of holdings $119M
$0 calls
$0 puts
# of Institutions 72

Latest Institutional Activity in TPHD

Top Purchases

Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 7.65K ($275K)
Q2 2024
Symphony Financial, Ltd. Co. Shares Held: 7.22K ($259K)
Q2 2024
Cwm, LLC Shares Held: 101K ($3.63M)
Q2 2024
Geneos Wealth Management Inc. Shares Held: 25K ($898K)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 49.7K ($1.79M)

Top Sells

Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 20.4K ($732K)
Q2 2024
Moneywise, Inc. Shares Held: 41.7K ($1.5M)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 748 ($26.9K)
Q1 2024
Atria Investments LLC Shares Held: 366K ($13.2M)
Q1 2024
One Ascent Financial Services LLC Shares Held: 238K ($8.55M)

About TPHD

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