Institutional shares held 243 Million
22.8K calls
10.7K puts
Total value of holdings $45.1B
$4.24M calls
$1.99M puts
# of Institutions 1,619


Latest Institutional Activity in QUAL

Top Purchases

Q2 2025
Orgel Wealth Management, LLC Shares Held: 2.95M ($550M)
Q2 2025
Life Line Wealth Management LLC Shares Held: 245K ($45.6M)
Q2 2025
Merit Financial Group, LLC Shares Held: 654K ($122M)
Q2 2025
Kwb Wealth Shares Held: 137K ($25.4M)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 364K ($67.6M)

Top Sells

Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 465K ($86.4M)
Q2 2025
Miracle Mile Advisors, LLC Shares Held: 1.15M ($214M)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 203K ($37.7M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 182K ($33.9M)
Q2 2025
Heck Capital Advisors, LLC Shares Held: 167K ($31.1M)

About QUAL

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