Institutional shares held 3.97 Million
12.4K calls
4K puts
Total value of holdings $440M
$1.37M calls
$442K puts
# of Institutions 247


Latest Institutional Activity in IWC

Top Purchases

Q1 2025
Institute For Wealth Management, Llc. Shares Held: 20.2K ($2.23M)
Q1 2025
Focus Financial Network, Inc. Shares Held: 3.95K ($437K)
Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 101K ($11.2M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 20.4K ($2.26M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.39K ($706K)

Top Sells

Q1 2025
Family Firm, Inc. Shares Held: 17.5K ($1.94M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 62.1K ($6.87M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 1.96K ($217K)
Q1 2025
Kelly Financial Group LLC Shares Held: 9.65K ($1.07M)
Q1 2025
Milestone Asset Management, LLC Shares Held: 3.14K ($347K)

About IWC

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