Institutional shares held 17,146
12.5K calls
0 puts
Total value of holdings $841K
$613K calls
$0 puts
# of Institutions 9


Latest Institutional Activity in SFYF

Top Purchases

Q2 2025
Gts Securities LLC Shares Held: 6.28K ($310K)
Q2 2025
Envestnet Asset Management Inc Shares Held: 5.48K ($271K)
Q2 2025
Allworth Financial LP Shares Held: 27 ($1.33K)
Q1 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2025
Wells Fargo & Company Shares Held: 0 ($0)

Top Sells

Q4 2024
Perigon Wealth Management, LLC Shares Held: 11.2K ($554K)
Q2 2024
Morgan Stanley Shares Held: 25 ($1.24K)
Q1 2024
Td Waterhouse Canada Inc. Shares Held: 0 ($0)
Q4 2023
Ubs Group Ag Shares Held: 95 ($4.69K)
Q2 2022
Koshinski Asset Management, Inc. Shares Held: 0 ($0)

About SFYF

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