Institutional shares held 4.09 Million
0 calls
0 puts
Total value of holdings $358M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in CFA

Top Purchases

Q2 2025
Claro Advisors LLC Shares Held: 4.65K ($411K)
Q2 2025
Concurrent Investment Advisors, LLC Shares Held: 3.34K ($295K)
Q2 2025
Financial Management Professionals, Inc. Shares Held: 1.71K ($151K)
Q2 2025
Nbc Securities, Inc. Shares Held: 956 ($84.5K)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 28.6K ($2.53M)

Top Sells

Q2 2025
Westside Investment Management, Inc. Shares Held: 1.08K ($95.2K)
Q2 2025
Smith Thornton Advisors LLC Shares Held: 9.9K ($875K)
Q2 2025
Silver Oak Securities, Inc Shares Held: 121K ($10.7M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 50.2K ($4.44M)
Q2 2025
Golden State Wealth Management, LLC Shares Held: 11.1K ($983K)

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