Institutional shares held 8.9 Million
0 calls
0 puts
Total value of holdings $355M
$0 calls
$0 puts
# of Institutions 84


Latest Institutional Activity in XSHQ

Top Purchases

Q1 2025
Alaska Permanent Capital Management Shares Held: 327K ($13M)
Q1 2025
Larson Financial Group LLC Shares Held: 387K ($15.4M)
Q1 2025
Accordant Advisory Group Inc Shares Held: 186K ($7.43M)
Q1 2025
Benjamin Edwards Inc Shares Held: 980K ($39.1M)
Q1 2025
Stifel Financial Corp Shares Held: 1.14M ($45.5M)

Top Sells

Q1 2025
Lpl Financial LLC Shares Held: 1.27M ($50.7M)
Q1 2025
Foundry Financial Group, Inc. Shares Held: 60.4K ($2.41M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 15.7K ($625K)
Q1 2025
Atria Wealth Solutions, Inc. Shares Held: 27.9K ($1.11M)
Q1 2025
Family Management Corp Shares Held: 22K ($877K)

About XSHQ

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