Institutional shares held 372,826
0 calls
0 puts
Total value of holdings $12.7M
$0 calls
$0 puts
# of Institutions 10


Latest Institutional Activity in OCIO

Top Purchases

Q3 2024
Jane Street Group, LLC Shares Held: 45.3K ($1.54M)
Q3 2024
Atria Wealth Solutions, Inc. Shares Held: 30.5K ($1.04M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 40.4K ($1.37M)
Q3 2024
Bank Of Montreal Shares Held: 3.18K ($108K)
Q3 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

Top Sells

Q3 2024
Envestnet Asset Management Inc Shares Held: 183K ($6.23M)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 32.4K ($1.1M)
Q3 2024
Janney Montgomery Scott LLC Shares Held: 33K ($1.12M)
Q3 2024
Ubs Group Ag Shares Held: 4 ($136)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 1.34K ($45.4K)

About OCIO

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