Institutional shares held 859,129
1.8K calls
4.2K puts
Total value of holdings $150M
$313K calls
$731K puts
# of Institutions 115


Latest Institutional Activity in BBH

Top Purchases

Q3 2025
Cyndeo Wealth Partners, LLC Shares Held: 1.3K ($226K)
Q3 2025
Altfest L J & CO Inc Shares Held: 8.85K ($1.54M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 201 ($35K)
Q3 2025
Advisor Net Financial, Inc Shares Held: 32 ($5.57K)
Q3 2025
Mather Group, Llc. Shares Held: 1 ($174)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 10.1K ($1.76M)
Q3 2025
North Star Investment Management Corp. Shares Held: 204 ($35.5K)
Q3 2025
Institute For Wealth Management, Llc. Shares Held: 7.49K ($1.3M)
Q3 2025
Ronald Blue Trust, Inc. Shares Held: 12 ($2.09K)
Q2 2025
Morgan Stanley Shares Held: 31.3K ($5.45M)

About BBH

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