Inst. Holders
9 funds
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | 21,761 | $221.9K | 36.3% | TRIM -36.2% |
| Mariner, LLC | 20,074 | $204.6K | 33.4% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,844 | $120.7K | 19.7% | — |
| MORGAN STANLEY | 3,066 | $31.2K | 5.1% | TRIM -46.5% |
| JONES FINANCIAL COMPANIES LLLP | 1,699 | $17.0K | 2.8% | — |
| Allworth Financial LP | 1,127 | $11.5K | 1.9% | — |
| MERCER GLOBAL ADVISORS INC /ADV | 398 | $4.1K | 0.7% | — |
| Steward Partners Investment Advisory, LLC | 83 | $846.00 | 0.1% | — |
| WELLS FARGO & COMPANY/MN | 0 | $2.00 | 0.0% | NEAR_EXIT -99.9% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | TRIM | 32,003 | 20,432 | -36.2% | $218.7K |
| OSAIC HOLDINGS, INC. | DOUBLED | 14,642 | 32,003 | +118.6% | $336.7K |
| MORGAN STANLEY | TRIM | 5,687 | 3,043 | -46.5% | $32.0K |
| OSAIC HOLDINGS, INC. | TRIM | 26,023 | 14,642 | -43.7% | $142.8K |
| UBS Group AG | TRIM | 7,713 | 1,975 | -74.4% | $19.2K |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 1,301 | 1 | -99.9% | $6.00 |
| OSAIC HOLDINGS, INC. | ADD | 19,374 | 26,023 | +34.3% | $255.1K |
| UBS Group AG | TRIM | 13,625 | 7,713 | -43.4% | $75.6K |
| OSAIC HOLDINGS, INC. | ADD | 21,156 | 30,829 | +45.7% | $300.6K |
| UBS Group AG | DOUBLED | 1,772 | 13,625 | +668.9% | $132.8K |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | SIMS LUKE E | President & CEO | BUY | 2,560 | $9.99 | $25.6K |
| May 22, 2026 | Sims David C | CFO, CCO, Secretary, Treasurer | BUY | 10,000 | $10.00 | $100.0K |
| May 18, 2026 | SIMS LUKE E | President & CEO | L | 258 | $10.10 | $2.6K |
| May 18, 2026 | SIMS LUKE E | President & CEO | BUY | 1,209 | $10.20 | $12.3K |
| May 11, 2026 | Tyler Donald G | Director | BUY | 1,000 | $10.05 | $10.1K |
| May 5, 2026 | Tyler Donald G | Director | L | 886 | $10.05 | $8.9K |
| Apr 16, 2026 | Tyler Donald G | Director | BUY | 1,000 | $9.90 | $9.9K |
| Mar 19, 2026 | Tyler Donald G | Director | L | 23 | $10.25 | $235.75 |
| Feb 12, 2026 | Zalenko Neal F. | Director | BUY | 1,000 | $10.99 | $11.0K |
| Feb 10, 2026 | Zalenko Neal F. | Director | BUY | 1,400 | $11.09 | $15.5K |