Institutional shares held 20.8 Million
0 calls
0 puts
Total value of holdings $470M
$0 calls
$0 puts
# of Institutions 164


Latest Institutional Activity in BSJO

Top Purchases

Q2 2024
Summit Investment Advisory Services, LLC Shares Held: 394K ($8.92M)
Q2 2024
Diversify Advisory Services, LLC Shares Held: 40.9K ($925K)
Q2 2024
Atomi Financial Group, Inc. Shares Held: 39.7K ($899K)
Q2 2024
Raymond James & Associates Shares Held: 154K ($3.48M)
Q2 2024
Cra Financial Services, LLC Shares Held: 11.7K ($264K)

Top Sells

Q2 2024
Mirador Capital Partners LP Shares Held: 3.43M ($77.6M)
Q2 2024
Collective Family Office LLC Shares Held: 334K ($7.56M)
Q2 2024
Ironwood Financial, LLC Shares Held: 259K ($5.86M)
Q2 2024
Horizons Wealth Management Shares Held: 100K ($2.26M)
Q2 2024
Ballew Advisors, Inc Shares Held: 55.7K ($1.26M)

About BSJO

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