Institutional shares held 5.13 Million
0 calls
0 puts
Total value of holdings $119M
$0 calls
$0 puts
# of Institutions 101


Latest Institutional Activity in BSMS

Top Purchases

Q2 2025
Kathmere Capital Management, LLC Shares Held: 252K ($5.82M)
Q2 2025
Marietta Wealth Management, LLC Shares Held: 21.6K ($499K)
Q2 2025
Duncan Williams Asset Management, LLC Shares Held: 15.4K ($356K)
Q2 2025
Legacy Private Trust Co. Shares Held: 11.1K ($256K)
Q2 2025
Precedent Wealth Partners, LLC Shares Held: 129K ($2.98M)

Top Sells

Q2 2025
Garrett Investment Advisors LLC Shares Held: 30.7K ($711K)
Q2 2025
Confluence Investment Management LLC Shares Held: 112K ($2.6M)
Q2 2025
Central Valley Advisors, LLC Shares Held: 185K ($4.29M)
Q2 2025
Sentinel Pension Advisors Inc Shares Held: 27.1K ($627K)
Q2 2025
Sterling Financial Group, Inc. Shares Held: 19.5K ($452K)

About BSMS

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