Institutional shares held 786,865
0 calls
0 puts
Total value of holdings $30.1M
$0 calls
$0 puts
# of Institutions 82


Latest Institutional Activity in XJR

Top Purchases

Q1 2025
Highland Financial Advisors, LLC Shares Held: 30K ($1.15M)
Q1 2025
Lido Advisors, LLC Shares Held: 17K ($649K)
Q1 2025
New Edge Advisors, LLC Shares Held: 19.3K ($739K)
Q1 2025
Sage View Advisory Group, LLC Shares Held: 13.8K ($528K)
Q1 2025
Bailard, Inc. Shares Held: 69.7K ($2.66M)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 28.2K ($1.08M)
Q1 2025
Lpl Financial LLC Shares Held: 29.3K ($1.12M)
Q1 2025
Jnba Financial Advisors Shares Held: 21.8K ($834K)
Q1 2025
Mml Investors Services, LLC Shares Held: 8.12K ($310K)
Q1 2025
Archer Investment Management, LLC Shares Held: 10.2K ($388K)

About XJR

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