Institutional shares held 33.9 Million
0 calls
0 puts
Total value of holdings $1.11B
$0 calls
$0 puts
# of Institutions 207


Latest Institutional Activity in BALT

Top Purchases

Q3 2025
Brookstone Capital Management Shares Held: 772K ($25.3M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 181K ($5.94M)
Q3 2025
Cra Financial Services, LLC Shares Held: 389K ($12.8M)
Q3 2025
Kfg Wealth Management, LLC Shares Held: 106K ($3.48M)
Q3 2025
Kure Advisory, LLC Shares Held: 734K ($24.1M)

Top Sells

Q3 2025
Milestone Asset Management, LLC Shares Held: 109K ($3.56M)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 114K ($3.73M)
Q2 2025
Wealthquest Corp Shares Held: 3.15M ($103M)
Q2 2025
Raymond James Financial Inc Shares Held: 1.69M ($55.5M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 1.72M ($56.4M)

About BALT

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