Institutional shares held 69.3 Million
4.6K calls
0 puts
Total value of holdings $2.79B
$185K calls
$0 puts
# of Institutions 388


Latest Institutional Activity in TOTL

Top Purchases

Q1 2025
Kwb Wealth Shares Held: 261K ($10.5M)
Q1 2025
Howard Financial Services, Ltd. Shares Held: 515K ($20.7M)
Q1 2025
Nbc Securities, Inc. Shares Held: 41.2K ($1.66M)
Q1 2025
Ewg Elevate Inc. Shares Held: 103K ($4.13M)
Q1 2025
Cerro Pacific Wealth Advisors LLC Shares Held: 140K ($5.62M)

Top Sells

Q1 2025
Webster Bank, N. A. Shares Held: 32.1K ($1.29M)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 69.1K ($2.78M)
Q4 2024
Signature Estate & Investment Advisors LLC Shares Held: 6.49M ($261M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 1.61M ($64.8M)
Q4 2024
Mc Namara Financial Services, Inc. Shares Held: 458K ($18.4M)

About TOTL

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