Institutional shares held 13.3 Million
0 calls
0 puts
Total value of holdings $405M
$0 calls
$0 puts
# of Institutions 104


Latest Institutional Activity in BALT

Top Purchases

Q2 2024
Dominguez Wealth Management Solutions, Inc. Shares Held: 210K ($6.37M)
Q2 2024
Silver Oak Securities, Inc Shares Held: 55.4K ($1.68M)
Q2 2024
Maia Wealth LLC Shares Held: 10.4K ($314K)
Q2 2024
Waller Financial Planning Group, Inc Shares Held: 8K ($243K)
Q2 2024
Cra Financial Services, LLC Shares Held: 216K ($6.55M)

Top Sells

Q2 2024
Financial Designs Corp Shares Held: 184K ($5.59M)
Q2 2024
Diversify Advisory Services, LLC Shares Held: 34.7K ($1.05M)
Q2 2024
U.S. Capital Wealth Advisors, LLC Shares Held: 24.8K ($752K)
Q2 2024
Fermata Advisors, LLC Shares Held: 6.75K ($205K)
Q1 2024
Foundations Investment Advisors, LLC Shares Held: 55.6K ($1.69M)

About BALT

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