Institutional shares held 3.8 Million
0 calls
0 puts
Total value of holdings $124M
$0 calls
$0 puts
# of Institutions 17


Latest Institutional Activity in MSMR

Top Purchases

Q2 2025
Mc Elhenny Sheffield Capital Management, LLC Shares Held: 3M ($97.7M)
Q2 2025
Aptus Capital Advisors, LLC Shares Held: 205K ($6.68M)
Q2 2025
United Advisor Group, LLC Shares Held: 184K ($5.97M)
Q2 2025
Symphony Financial, Ltd. Co. Shares Held: 43K ($1.4M)
Q2 2025
Worth Pointe, LLC Shares Held: 37.1K ($1.21M)

Top Sells

Q2 2025
Level Four Advisory Services, LLC Shares Held: 10.8K ($353K)
Q2 2025
Accurate Wealth Management, LLC Shares Held: 11.5K ($373K)
Q2 2025
Heritage Oak Wealth Advisors LLC Shares Held: 204K ($6.62M)
Q1 2025
Citadel Advisors LLC Shares Held: 15.4K ($502K)

About MSMR

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