Institutional shares held 2.38 Million
0 calls
0 puts
Total value of holdings $71.5M
$0 calls
$0 puts
# of Institutions 44


Latest Institutional Activity in XBOC

Top Purchases

Q4 2024
Gradient Investments LLC Shares Held: 1.06M ($32M)
Q4 2024
High Tower Advisors, LLC Shares Held: 96.8K ($2.92M)
Q4 2024
Ifp Advisors, Inc Shares Held: 19.7K ($593K)
Q4 2024
Paladin Wealth, LLC Shares Held: 17.8K ($535K)
Q4 2024
Brookstone Capital Management Shares Held: 27.7K ($833K)

Top Sells

Q4 2024
Cetera Investment Advisers Shares Held: 278K ($8.37M)
Q4 2024
Bullseye Investment Management, LLC Shares Held: 49.4K ($1.49M)
Q4 2024
Sunbelt Securities, Inc. Shares Held: 30.3K ($914K)
Q4 2024
Orion Capital Management LLC Shares Held: 4.86K ($146K)
Q4 2024
Goldman Sachs Group Inc Shares Held: 25K ($753K)

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P - Open market or private purchase×
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A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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