Institutional shares held 38.8 Million
0 calls
0 puts
Total value of holdings $1.28B
$0 calls
$0 puts
# of Institutions 236


Latest Institutional Activity in BALT

Top Purchases

Q3 2025
Reliant Wealth Planning Shares Held: 957K ($31.6M)
Q3 2025
Lee Johnson Capital Management, LLC Shares Held: 844K ($27.9M)
Q3 2025
Raymond James Financial Inc Shares Held: 2.1M ($69.4M)
Q3 2025
New Edge Advisors, LLC Shares Held: 412K ($13.6M)
Q3 2025
Kingsview Wealth Management, LLC Shares Held: 846K ($27.9M)

Top Sells

Q3 2025
Wealthquest Corp Shares Held: 2.65M ($87.3M)
Q3 2025
Core Wealth Advisors, Inc. Shares Held: 19.4K ($640K)
Q3 2025
Wick Capital Partners, LLC Shares Held: 21.5K ($710K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.02M ($33.6M)
Q3 2025
Fundamentun, LLC Shares Held: 193K ($6.37M)

About BALT

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