Institutional shares held 35.7 Million
0 calls
0 puts
Total value of holdings $1.67B
$0 calls
$0 puts
# of Institutions 202


Latest Institutional Activity in GTO

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 2.93M ($137M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 167K ($7.77M)
Q1 2025
Cwm, LLC Shares Held: 1.7M ($79.1M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 265K ($12.4M)
Q1 2025
Colonial River Wealth Management, LLC Shares Held: 74.5K ($3.47M)

Top Sells

Q1 2025
Financial Designs Corp Shares Held: 17.5K ($818K)
Q1 2025
Merit Financial Group, LLC Shares Held: 43.6K ($2.04M)
Q1 2025
Channel Wealth LLC Shares Held: 145K ($6.76M)
Q1 2025
Brookstone Capital Management Shares Held: 500K ($23.3M)
Q1 2025
Beacon Financial Planning, Inc Shares Held: 212K ($9.87M)

About GTO

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