Institutional shares held 60.1 Million
0 calls
0 puts
Total value of holdings $3.04B
$0 calls
$0 puts
# of Institutions 432


Latest Institutional Activity in ICSH

Top Purchases

Q3 2024
Diversified Portfolios, Inc. Shares Held: 1.15M ($58.2M)
Q3 2024
Valtinson Bruner Financial Planning LLC Shares Held: 216K ($10.9M)
Q3 2024
Donaldson Capital Management, LLC Shares Held: 2.2M ($111M)
Q3 2024
Transcendent Capital Group LLC Shares Held: 180K ($9.09M)
Q3 2024
Sand Hill Global Advisors, LLC Shares Held: 340K ($17.2M)

Top Sells

Q3 2024
Capital Advantage, Inc. Shares Held: 40.9K ($2.07M)
Q3 2024
Ci Private Wealth, LLC Shares Held: 1.07M ($54M)
Q3 2024
Raymond James & Associates Shares Held: 401K ($20.3M)
Q3 2024
Financial Engines Advisors L.L.C. Shares Held: 73.8K ($3.73M)
Q3 2024
Lpl Financial LLC Shares Held: 1.66M ($83.8M)

About ICSH

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