Institutional shares held 8.65 Million
0 calls
0 puts
Total value of holdings $169M
$0 calls
$0 puts
# of Institutions 41


Latest Institutional Activity in YLD

Top Purchases

Q3 2024
Strategic Planning Group, LLC Shares Held: 999K ($19.5M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 69.7K ($1.36M)
Q3 2024
Cyndeo Wealth Partners, LLC Shares Held: 864K ($16.9M)
Q3 2024
First Community Trust Na Shares Held: 4.23K ($82.6K)
Q3 2024
Global Retirement Partners, LLC Shares Held: 5.99K ($117K)

Top Sells

Q3 2024
Fortress Wealth Management, Inc. Shares Held: 41.5K ($811K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 15.3K ($299K)
Q2 2024
Truist Financial Corp Shares Held: 47.1K ($921K)
Q2 2024
Advisor Group Holdings, Inc. Shares Held: 43K ($840K)
Q2 2024
Systelligence, LLC Shares Held: 486K ($9.5M)

About YLD

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