Institutional shares held 6.08 Million
0 calls
0 puts
Total value of holdings $151M
$0 calls
$0 puts
# of Institutions 98

Latest Institutional Activity in BSMO

Top Purchases

Q4 2023
One Ascent Financial Services LLC Shares Held: 255K ($6.3M)
Q4 2023
Lido Advisors, LLC Shares Held: 414K ($10.2M)
Q4 2023
Commonwealth Equity Services, LLC Shares Held: 284K ($7.04M)
Q4 2023
Envestnet Asset Management Inc Shares Held: 144K ($3.55M)
Q4 2023
Bank Of America Corp Shares Held: 272K ($6.74M)

Top Sells

Q4 2023
Advisor Group Holdings, Inc. Shares Held: 141K ($3.49M)
Q4 2023
Savant Capital, LLC Shares Held: 48.1K ($1.19M)
Q4 2023
Wells Fargo & Company Shares Held: 391K ($9.68M)
Q4 2023
Carnegie Capital Asset Management, LLC Shares Held: 49.6K ($1.23M)
Q4 2023
Mirador Capital Partners LP Shares Held: 38.2K ($946K)

About BSMO

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