Institutional shares held 277,879
0 calls
0 puts
Total value of holdings $10M
$0 calls
$0 puts
# of Institutions 11


Latest Institutional Activity in OCIO

Top Purchases

Q2 2025
Jane Street Group, LLC Shares Held: 27.3K ($984K)
Q2 2025
Lpl Financial LLC Shares Held: 33.2K ($1.19M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 31.8K ($1.15M)
Q2 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 7.03K ($253K)
Q2 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

Top Sells

Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 9.52K ($343K)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 7.55K ($272K)
Q2 2025
Old Mission Capital LLC Shares Held: 14K ($505K)
Q2 2025
Envestnet Asset Management Inc Shares Held: 142K ($5.12M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 17.6K ($635K)

About OCIO

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