Institutional shares held 3.95 Million
0 calls
0 puts
Total value of holdings $167M
$0 calls
$0 puts
# of Institutions 46


Latest Institutional Activity in TEQI

Top Purchases

Q2 2025
Price T Rowe Associates Inc Shares Held: 2.65M ($112M)
Q2 2025
Merit Financial Group, LLC Shares Held: 81.1K ($3.44M)
Q2 2025
M Holdings Securities, Inc. Shares Held: 46.9K ($1.99M)
Q2 2025
Landaas & CO Shares Held: 85.2K ($3.61M)
Q2 2025
Jones Financial Companies Lllp Shares Held: 103K ($4.34M)

Top Sells

Q2 2025
Stifel Financial Corp Shares Held: 116K ($4.93M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 529 ($22.4K)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 99K ($4.2M)
Q2 2025
Bank Of America Corp Shares Held: 69.8K ($2.96M)
Q2 2025
Cwm, LLC Shares Held: 77.8K ($3.3M)

About TEQI

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