Institutional shares held 5.33 Million
4.5K calls
13.9K puts
Total value of holdings $54.6M
$46K calls
$142K puts
# of Institutions 84


Latest Institutional Activity in MORT

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 644K ($6.6M)
Q1 2025
Prevail Innovative Wealth Advisors, LLC Shares Held: 160K ($1.64M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 40.4K ($414K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 46.9K ($480K)
Q1 2025
Sowell Financial Services LLC Shares Held: 14.1K ($144K)

Top Sells

Q1 2025
Wealthfront Advisers LLC Shares Held: 39.9K ($408K)
Q1 2025
Ars Wealth Advisors Group, LLC Shares Held: 10.4K ($107K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 68.1K ($698K)
Q1 2025
Consolidated Portfolio Review Corp Shares Held: 19.6K ($200K)
Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 21.8K ($223K)

About MORT

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