Institutional shares held 8.49 Million
0 calls
0 puts
Total value of holdings $482M
$0 calls
$0 puts
# of Institutions 135


Latest Institutional Activity in XSVM

Top Purchases

Q2 2024
Cwm, LLC Shares Held: 466K ($26.5M)
Q2 2024
Hbw Advisory Services LLC Shares Held: 25.4K ($1.44M)
Q2 2024
Raymond James & Associates Shares Held: 178K ($10.1M)
Q2 2024
Western Wealth Management, LLC Shares Held: 5.7K ($324K)
Q2 2024
Cooper Financial Group Shares Held: 60.6K ($3.44M)

Top Sells

Q2 2024
Moneco Advisors, LLC Shares Held: 150K ($8.53M)
Q2 2024
Oxen Free Capital LLC Shares Held: 18.1K ($1.03M)
Q2 2024
Marshall Financial Group LLC Shares Held: 47.2K ($2.68M)
Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 13.3K ($754K)
Q2 2024
Private Trust CO Na Shares Held: 1.77K ($100K)

About XSVM

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