Institutional shares held 17.9 Million
0 calls
0 puts
Total value of holdings $520M
$0 calls
$0 puts
# of Institutions 93


Latest Institutional Activity in BALT

Top Purchases

Q4 2023
Milestone Asset Management, LLC Shares Held: 2.91M ($84.7M)
Q4 2023
Foundations Investment Advisors, LLC Shares Held: 2.87M ($83.5M)
Q4 2023
Balyasny Asset Management LLC Shares Held: 333K ($9.7M)
Q4 2023
Cetera Advisor Networks LLC Shares Held: 388K ($11.3M)
Q4 2023
Wealthquest Corp Shares Held: 315K ($9.17M)

Top Sells

Q4 2023
Advisor Group Holdings, Inc. Shares Held: 726K ($21.1M)
Q4 2023
Sigma Planning Corp Shares Held: 119K ($3.47M)
Q4 2023
Capasso Planning Partners LLC Shares Held: 50.5K ($1.47M)
Q4 2023
Jpmorgan Chase & CO Shares Held: 100 ($2.91K)
Q4 2023
Envestnet Asset Management Inc Shares Held: 1.76M ($51.2M)

About BALT

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