Institutional shares held 7.4 Million
0 calls
0 puts
Total value of holdings $374M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in TAXF

Top Purchases

Q3 2024
Cwm, LLC Shares Held: 960K ($48.6M)
Q3 2024
Lpl Financial LLC Shares Held: 504K ($25.5M)
Q3 2024
Morgan Stanley Shares Held: 354K ($17.9M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 2.01M ($101M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 78.5K ($3.97M)

Top Sells

Q3 2024
Core Wealth Advisors, Inc. Shares Held: 31.8K ($1.61M)
Q3 2024
Resources Investment Advisors, Llc. Shares Held: 139K ($7.02M)
Q3 2024
Cnb Bank Shares Held: 22.3K ($1.13M)
Q3 2024
Good Life Advisors, LLC Shares Held: 20K ($1.01M)
Q3 2024
Merit Financial Group, LLC Shares Held: 7.79K ($394K)

About TAXF

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