Institutional shares held 1.32 Million
2K calls
2.4K puts
Total value of holdings $215M
$324K calls
$389K puts
# of Institutions 123


Latest Institutional Activity in XSW

Top Purchases

Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 2.91K ($473K)
Q1 2025
Kaizen Financial Strategies Shares Held: 2.76K ($448K)
Q1 2025
Nbc Securities, Inc. Shares Held: 37 ($6K)
Q1 2025
Parallel Advisors, LLC Shares Held: 0 ($0)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 60.1K ($9.75M)

Top Sells

Q1 2025
Merit Financial Group, LLC Shares Held: 8.92K ($1.45M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 180 ($29.2K)
Q4 2024
Jpmorgan Chase & CO Shares Held: 22.9K ($3.72M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 8.19K ($1.33M)
Q4 2024
Amica Mutual Insurance CO Shares Held: 4.14K ($672K)

About XSW

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