Institutional shares held 8.49 Million
0 calls
0 puts
Total value of holdings $412M
$0 calls
$0 puts
# of Institutions 97


Latest Institutional Activity in TAXF

Top Purchases

Q1 2025
Old Mission Capital LLC Shares Held: 83K ($4.03M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 187K ($9.07M)
Q1 2025
Cwm, LLC Shares Held: 1.08M ($52.5M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 111K ($5.38M)
Q1 2025
Flow Traders U.S. LLC Shares Held: 23.9K ($1.16M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.88M ($91.4M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 16K ($776K)
Q1 2025
Great Valley Advisor Group, Inc. Shares Held: 17.9K ($869K)
Q1 2025
Jane Street Group, LLC Shares Held: 55.3K ($2.69M)
Q1 2025
Comerica Bank Shares Held: 16.7K ($813K)

About TAXF

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