Institutional shares held 9.78 Million
0 calls
0 puts
Total value of holdings $191M
$0 calls
$0 puts
# of Institutions 52


Latest Institutional Activity in YLD

Top Purchases

Q3 2024
Principal Securities, Inc. Shares Held: 732K ($14.3M)
Q3 2024
Strategic Planning Group, LLC Shares Held: 999K ($19.5M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 517K ($10.1M)
Q3 2024
Goldman Sachs Group Inc Shares Held: 272K ($5.3M)
Q3 2024
Kerntke Otto Mc Glone Wealth Management Group Shares Held: 88.5K ($1.73M)

Top Sells

Q3 2024
Nicolet Advisory Services, LLC Shares Held: 534K ($10.4M)
Q3 2024
Fortress Wealth Management, Inc. Shares Held: 41.5K ($809K)
Q3 2024
Cedar Point Capital Partners, LLC Shares Held: 192K ($3.74M)
Q3 2024
Royal Bank Of Canada Shares Held: 19.1K ($373K)
Q3 2024
Truist Financial Corp Shares Held: 17.9K ($350K)

About YLD

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