Institutional shares held 20.9 Million
0 calls
0 puts
Total value of holdings $706M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in QAI

Top Purchases

Q3 2025
Verdence Capital Advisors LLC Shares Held: 535K ($18.1M)
Q3 2025
Apcm Wealth Management For Individuals Shares Held: 986K ($33.4M)
Q3 2025
Live Oak Investment Partners Shares Held: 128K ($4.33M)
Q3 2025
Aspiriant, LLC Shares Held: 164K ($5.54M)
Q3 2025
Sincerus Advisory, LLC Shares Held: 6.04K ($205K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 18.5K ($625K)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.6K ($358K)
Q3 2025
Hbk Sorce Advisory LLC Shares Held: 53.2K ($1.8M)
Q3 2025
Matrix Trust CO Shares Held: 30.5K ($1.03M)
Q3 2025
Twelve Points Wealth Management LLC Shares Held: 55.1K ($1.86M)

About QAI

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