Institutional shares held 21.3 Million
0 calls
0 puts
Total value of holdings $665M
$0 calls
$0 puts
# of Institutions 116


Latest Institutional Activity in QAI

Top Purchases

Q1 2025
Alaska Permanent Capital Management Shares Held: 1.49M ($46.5M)
Q1 2025
Apcm Wealth Management For Individuals Shares Held: 910K ($28.4M)
Q1 2025
Aspiriant, LLC Shares Held: 207K ($6.46M)
Q1 2025
Matrix Trust CO Shares Held: 34.8K ($1.09M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 6.53K ($204K)

Top Sells

Q1 2025
Hbk Sorce Advisory LLC Shares Held: 58.5K ($1.83M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 23.5K ($735K)
Q1 2025
Wolf Group Capital Advisors Shares Held: 99.1K ($3.09M)
Q1 2025
Lfa Lugano Financial Advisors Sa Shares Held: 89.7K ($2.8M)
Q1 2025
Live Oak Investment Partners Shares Held: 117K ($3.64M)

About QAI

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