Institutional shares held 41.2 Million
17.1K calls
24.2K puts
Total value of holdings $2.86B
$1.19M calls
$1.68M puts
# of Institutions 408


Latest Institutional Activity in BLV

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 457K ($31.7M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 9.5M ($659M)
Q1 2025
Platt Investment Counsel, LLC Shares Held: 90.1K ($6.25M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 81.8K ($5.68M)
Q1 2025
Rochester Wealth Strategies, LLC Shares Held: 74.3K ($5.15M)

Top Sells

Q1 2025
Family Investment Center, Inc. Shares Held: 3.18K ($221K)
Q1 2025
ETF Portfolio Partners, Inc. Shares Held: 265K ($18.4M)
Q1 2025
Greystone Financial Group, LLC Shares Held: 283K ($19.6M)
Q1 2025
Truist Financial Corp Shares Held: 196K ($13.6M)
Q1 2025
Capital Advisors Wealth Management, LLC Shares Held: 231K ($16M)

About BLV

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