Institutional shares held 5.07 Million
0 calls
0 puts
Total value of holdings $142M
$0 calls
$0 puts
# of Institutions 96


Latest Institutional Activity in KJUL

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 368K ($10.3M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 2.06K ($57.9K)
Q4 2024
O Donnell Financial Services, LLC Shares Held: 646K ($18.1M)
Q4 2024
Allworth Financial LP Shares Held: 493K ($13.8M)
Q4 2024
Wood Tarver Financial Group, LLC Shares Held: 82.1K ($2.3M)

Top Sells

Q1 2025
Diligent Investors, LLC Shares Held: 55.9K ($1.57M)
Q1 2025
Maltin Wealth Management, Inc. Shares Held: 190K ($5.32M)
Q1 2025
Fragasso Group Inc. Shares Held: 51.2K ($1.44M)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 50.8K ($1.42M)
Q4 2024
Leigh Baldwin & Co., LLC Shares Held: 10.6K ($297K)

About KJUL

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