Institutional shares held 11.9 Million
2.2K calls
3.1K puts
Total value of holdings $1.14B
$210K calls
$296K puts
# of Institutions 290


Latest Institutional Activity in RWR

Top Purchases

Q2 2025
State Street Corp Shares Held: 412K ($39.5M)
Q2 2025
Lpl Financial LLC Shares Held: 488K ($46.7M)
Q2 2025
Assetmark, Inc Shares Held: 195K ($18.7M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 150K ($14.3M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 424K ($40.6M)

Top Sells

Q2 2025
Northern Trust Corp Shares Held: 2.88M ($276M)
Q2 2025
Rebalance, LLC Shares Held: 22.5K ($2.15M)
Q2 2025
Truist Financial Corp Shares Held: 225K ($21.6M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 386K ($37M)
Q2 2025
Creative Planning Shares Held: 103K ($9.86M)

About RWR

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