Institutional shares held 10.1 Million
3K calls
0 puts
Total value of holdings $987M
$292K calls
$0 puts
# of Institutions 248


Latest Institutional Activity in FDIS

Top Purchases

Q2 2025
Beaumont Financial Advisors, LLC Shares Held: 19K ($1.85M)
Q2 2025
Cx Institutional Shares Held: 34.6K ($3.38M)
Q2 2025
Gsa Capital Partners LLP Shares Held: 5.16K ($504K)
Q2 2025
Grimes & Company, Inc. Shares Held: 2.96K ($289K)
Q2 2025
Monte Financial Group, LLC Shares Held: 2.52K ($246K)

Top Sells

Q2 2025
Heck Capital Advisors, LLC Shares Held: 8.52K ($832K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 11.2K ($1.09M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 8.35K ($815K)
Q2 2025
Ehrlich Financial Group Shares Held: 2.2K ($215K)
Q2 2025
Keystone Global Partners, LLC Shares Held: 52.5K ($5.13M)

About FDIS

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