Institutional shares held 2.37 Million
500 calls
1K puts
Total value of holdings $438M
$92K calls
$184K puts
# of Institutions 172


Latest Institutional Activity in VTWG

Top Purchases

Q1 2025
Susquehanna International Group, LLP Shares Held: 53K ($9.79M)
Q1 2025
Institute For Wealth Management, Llc. Shares Held: 34K ($6.28M)
Q1 2025
Cwm, LLC Shares Held: 39.2K ($7.25M)
Q1 2025
Keystone Global Partners, LLC Shares Held: 13.1K ($2.42M)
Q1 2025
Tower Research Capital LLC (Trc) Shares Held: 9K ($1.66M)

Top Sells

Q1 2025
Westwood Holdings Group Inc Shares Held: 152K ($28M)
Q1 2025
Virtue Capital Management, LLC Shares Held: 45.4K ($8.4M)
Q1 2025
High Tower Advisors, LLC Shares Held: 30.5K ($5.63M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 36K ($6.66M)
Q1 2025
Wells Fargo & Company Shares Held: 43.7K ($8.08M)

About VTWG

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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×
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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×
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U - Disposition due to a tender of shares in a change of control transaction×
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