Institutional shares held 21.5 Million
0 calls
0 puts
Total value of holdings $686M
$0 calls
$0 puts
# of Institutions 156


Latest Institutional Activity in BALT

Top Purchases

Q4 2024
Wealthquest Corp Shares Held: 3.08M ($98.1M)
Q4 2024
Raymond James Financial Inc Shares Held: 795K ($25.3M)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 643K ($20.5M)
Q4 2024
Compass Advisory Group LLC Shares Held: 655K ($20.9M)
Q4 2024
Gradient Investments LLC Shares Held: 548K ($17.5M)

Top Sells

Q4 2024
Kingsview Wealth Management, LLC Shares Held: 177K ($5.63M)
Q4 2024
Woodard & CO Asset Management Group Inc Shares Held: 15.3K ($486K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 1.59M ($50.6M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 1.22M ($38.8M)
Q4 2024
River Tree Advisors, LLC Shares Held: 32.4K ($1.03M)

About BALT

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