Institutional shares held 13 Million
0 calls
0 puts
Total value of holdings $335M
$0 calls
$0 puts
# of Institutions 68


Latest Institutional Activity in FISR

Top Purchases

Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 2.52M ($64.8M)
Q3 2024
Lpl Financial LLC Shares Held: 3.2M ($82.3M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 1.75M ($44.9M)
Q3 2024
New Edge Advisors, LLC Shares Held: 567K ($14.6M)
Q3 2024
Geo Wealth Management, LLC Shares Held: 385K ($9.87M)

Top Sells

Q3 2024
Hibernia Wealth Partners, LLC Shares Held: 728K ($18.7M)
Q3 2024
Argent Trust CO Shares Held: 56.7K ($1.46M)
Q3 2024
Castleview Partners, LLC Shares Held: 23.5K ($603K)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 27.3K ($700K)
Q3 2024
Vision Point Advisory Group, LLC Shares Held: 27.4K ($704K)

About FISR

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