Institutional shares held 13.2 Million
0 calls
0 puts
Total value of holdings $334M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in FISR

Top Purchases

Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 2.52M ($64M)
Q3 2024
Lpl Financial LLC Shares Held: 3.2M ($81.3M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 1.75M ($44.4M)
Q3 2024
New Edge Advisors, LLC Shares Held: 567K ($14.4M)
Q3 2024
Geo Wealth Management, LLC Shares Held: 385K ($9.76M)

Top Sells

Q3 2024
Hibernia Wealth Partners, LLC Shares Held: 728K ($18.5M)
Q3 2024
Argent Trust CO Shares Held: 56.7K ($1.44M)
Q3 2024
Castleview Partners, LLC Shares Held: 23.5K ($596K)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 27.3K ($692K)
Q3 2024
Vision Point Advisory Group, LLC Shares Held: 27.4K ($696K)

About FISR

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