Institutional shares held 20.7 Million
9K calls
0 puts
Total value of holdings $686M
$298K calls
$0 puts
# of Institutions 117


Latest Institutional Activity in QAI

Top Purchases

Q2 2025
Pitcairn CO Shares Held: 1.68M ($55.6M)
Q2 2025
Congress Wealth Management LLC Shares Held: 214K ($7.08M)
Q2 2025
Raymond James Financial Inc Shares Held: 458K ($15.2M)
Q2 2025
Morgan Stanley Shares Held: 4.04M ($134M)
Q2 2025
Alaska Permanent Capital Management Shares Held: 1.54M ($51.1M)

Top Sells

Q2 2025
Aspiriant, LLC Shares Held: 153K ($5.07M)
Q2 2025
Ameriprise Financial Inc Shares Held: 240K ($7.95M)
Q2 2025
Ubs Group Ag Shares Held: 250K ($8.27M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 1.23K ($40.6K)
Q2 2025
Endowment Wealth Management, Inc. Shares Held: 218K ($7.21M)

About QAI

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