Institutional shares held 4.62 Million
0 calls
0 puts
Total value of holdings $97.2M
$0 calls
$0 puts
# of Institutions 53


Latest Institutional Activity in XMPT

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 90.1K ($1.89M)
Q2 2025
Madrona Financial Services, LLC Shares Held: 26.8K ($562K)
Q2 2025
Simpli Fi, Inc. Shares Held: 32.8K ($689K)
Q1 2025
Gwn Securities Inc. Shares Held: 128K ($2.69M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 318K ($6.68M)

Top Sells

Q2 2025
Maridea Wealth Management LLC Shares Held: 35.8K ($752K)
Q2 2025
Gamma Investing LLC Shares Held: 776 ($16.3K)
Q2 2025
Park Avenue Securities LLC Shares Held: 42.2K ($886K)
Q1 2025
Ubs Group Ag Shares Held: 1.15M ($24.2M)
Q1 2025
Marcum Wealth, LLC Shares Held: 23K ($483K)

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