Institutional shares held 10.7 Million
0 calls
0 puts
Total value of holdings $247M
$0 calls
$0 puts
# of Institutions 66


Latest Institutional Activity in NFLT

Top Purchases

Q3 2025
Retirement Planning Group Shares Held: 3.66M ($84.4M)
Q3 2025
Peak Financial Management, Inc. Shares Held: 481K ($11.1M)
Q3 2025
Sonoma Allocations LLC Shares Held: 37K ($853K)
Q3 2025
Valmark Advisers, Inc. Shares Held: 28.9K ($667K)
Q3 2025
Bank Plus Wealth Management LLC Shares Held: 22.8K ($527K)

Top Sells

Q3 2025
New Century Financial Group, LLC Shares Held: 9.5K ($219K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 142K ($3.27M)
Q3 2025
Wealth Management Partners, LLC Shares Held: 30.4K ($702K)
Q3 2025
Financial Network Wealth Advisors LLC Shares Held: 12.8K ($296K)
Q3 2025
Quest 10 Wealth Builders, Inc. Shares Held: 284 ($6.55K)

About NFLT

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