Institutional shares held 69.4 Million
4.6K calls
0 puts
Total value of holdings $2.78B
$184K calls
$0 puts
# of Institutions 385


Latest Institutional Activity in TOTL

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 3.58M ($144M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 255K ($10.3M)
Q1 2025
Kwb Wealth Shares Held: 261K ($10.5M)
Q1 2025
Diversified Portfolios, Inc. Shares Held: 109K ($4.37M)
Q1 2025
Truist Financial Corp Shares Held: 154K ($6.21M)

Top Sells

Q1 2025
Spinnaker Investment Group, LLC Shares Held: 67K ($2.69M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.53M ($102M)
Q1 2025
Johnson Bixby & Associates, LLC Shares Held: 75.7K ($3.04M)
Q1 2025
Sharkey, Howes & Javer Shares Held: 241K ($9.68M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 29.8K ($1.2M)

About TOTL

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