Institutional shares held 37.4 Million
0 calls
0 puts
Total value of holdings $3.94B
$0 calls
$0 puts
# of Institutions 267


Latest Institutional Activity in RWL

Top Purchases

Q2 2025
Optima Capital LLC Shares Held: 25.3K ($2.67M)
Q2 2025
Colonial River Wealth Management, LLC Shares Held: 95.3K ($10.1M)
Q2 2025
Consolidated Portfolio Review Corp Shares Held: 60.1K ($6.34M)
Q2 2025
Kozak & Associates, Inc. Shares Held: 578K ($61M)
Q2 2025
Paradigm Financial Partners, LLC Shares Held: 75.5K ($7.97M)

Top Sells

Q2 2025
Fermata Advisors, LLC Shares Held: 11.7K ($1.24M)
Q2 2025
Cora Capital Advisors LLC Shares Held: 4.52K ($477K)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 10.4K ($1.1M)
Q2 2025
Rvw Wealth, LLC Shares Held: 44.6K ($4.71M)
Q2 2025
Tompkins Financial Corp Shares Held: 40.2K ($4.24M)

About RWL

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