Institutional shares held 5.76 Million
0 calls
0 puts
Total value of holdings $248M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in QVAL

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 189K ($8.14M)
Q4 2024
Vestment Financial LLC Shares Held: 53.9K ($2.32M)
Q4 2024
Iron Oak Wealth Llc. Shares Held: 43.5K ($1.87M)
Q4 2024
Ethos Financial Group, LLC Shares Held: 203K ($8.75M)
Q4 2024
Resources Investment Advisors, Llc. Shares Held: 42.5K ($1.83M)

Top Sells

Q4 2024
Lifeworks Advisors, LLC Shares Held: 34.9K ($1.5M)
Q4 2024
Morgan Stanley Shares Held: 658 ($28.3K)
Q4 2024
Lpl Financial LLC Shares Held: 44.2K ($1.9M)
Q4 2024
One Plus One Wealth Management, LLC Shares Held: 138K ($5.94M)
Q4 2024
Quarry Hill Advisors, LLC Shares Held: 50K ($2.15M)

About QVAL

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