Institutional shares held 10.2 Million
0 calls
0 puts
Total value of holdings $232M
$0 calls
$0 puts
# of Institutions 70


Latest Institutional Activity in NFLT

Top Purchases

Q2 2025
Peak Financial Management, Inc. Shares Held: 303K ($6.88M)
Q2 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 622K ($14.1M)
Q2 2025
Wealth Management Partners, LLC Shares Held: 33.9K ($771K)
Q2 2025
Valmark Advisers, Inc. Shares Held: 22.1K ($501K)
Q2 2025
Tcfg Wealth Management, LLC Shares Held: 9.8K ($223K)

Top Sells

Q2 2025
New Century Financial Group, LLC Shares Held: 39.7K ($902K)
Q2 2025
Fifth Third Securities, Inc. Shares Held: 124K ($2.81M)
Q2 2025
Heritage Wealth Architects, Inc. Shares Held: 31K ($704K)
Q1 2025
Lpl Financial LLC Shares Held: 347K ($7.89M)
Q1 2025
Pfg Advisors Shares Held: 26.6K ($604K)

About NFLT

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