Institutional shares held 12.4 Million
0 calls
0 puts
Total value of holdings $314M
$0 calls
$0 puts
# of Institutions 75


Latest Institutional Activity in FISR

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 3.17M ($80.7M)
Q1 2025
Austin Private Wealth, LLC Shares Held: 261K ($6.65M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.73M ($44.2M)
Q1 2025
New Edge Advisors, LLC Shares Held: 721K ($18.4M)
Q1 2025
Lockerman Financial Group, Inc. Shares Held: 68.7K ($1.75M)

Top Sells

Q1 2025
Geo Wealth Management, LLC Shares Held: 37.8K ($964K)
Q1 2025
Aspire Private Capital, LLC Shares Held: 778K ($19.8M)
Q1 2025
Kelly Financial Services LLC Shares Held: 24.8K ($633K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.48M ($63.1M)
Q1 2025
Morgan Stanley Shares Held: 945 ($24.1K)

About FISR

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