Institutional shares held 36.3 Million
0 calls
0 puts
Total value of holdings $1.2B
$0 calls
$0 puts
# of Institutions 114


Latest Institutional Activity in RECS

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 2.01M ($66.3M)
Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 1.51M ($49.9M)
Q1 2025
Kwb Wealth Shares Held: 150K ($4.94M)
Q1 2025
Paladin Wealth, LLC Shares Held: 58.6K ($1.93M)
Q1 2025
Pines Wealth Management, LLC Shares Held: 32.1K ($1.06M)

Top Sells

Q4 2024
Ameriprise Financial Inc Shares Held: 1.71M ($56.5M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 20.5K ($678K)
Q4 2024
Gladstone Institutional Advisory LLC Shares Held: 386K ($12.7M)
Q4 2024
Advisory Services Network, LLC Shares Held: 8.69K ($287K)
Q4 2024
Mma Asset Management LLC Shares Held: 28.7K ($948K)

About RECS

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