Institutional shares held 6.1 Million
0 calls
0 puts
Total value of holdings $432M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in VOTE

Top Purchases

Q4 2024
Aspiriant, LLC Shares Held: 84.1K ($5.96M)
Q4 2024
Phoenix Wealth Advisors Shares Held: 63K ($4.46M)
Q4 2024
Mutual Advisors, LLC Shares Held: 114K ($8.07M)
Q4 2024
Litman Gregory Wealth Management LLC Shares Held: 195K ($13.8M)
Q4 2024
Diversified Trust CO Shares Held: 9.58K ($679K)

Top Sells

Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 12K ($849K)
Q4 2024
Brighton Jones LLC Shares Held: 20.9K ($1.48M)
Q4 2024
Caprock Group, Inc. Shares Held: 4.58K ($324K)
Q4 2024
Stephens Consulting, LLC Shares Held: 5.73K ($406K)
Q3 2024
Angeles Investment Advisors, LLC Shares Held: 511K ($36.2M)

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