Institutional shares held 8.01 Million
0 calls
0 puts
Total value of holdings $211M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in BUFG

Top Purchases

Q2 2025
Geneos Wealth Management Inc. Shares Held: 213K ($5.6M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 802K ($21.1M)
Q2 2025
Assetmark, Inc Shares Held: 232K ($6.12M)
Q2 2025
Centennial Wealth Advisory LLC Shares Held: 567K ($14.9M)
Q2 2025
Transcend Capital Advisors, LLC Shares Held: 75K ($1.98M)

Top Sells

Q2 2025
Lpl Financial LLC Shares Held: 717K ($18.9M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 306K ($8.07M)
Q2 2025
Susquehanna International Group, LLP Shares Held: 66.9K ($1.76M)
Q2 2025
Citadel Advisors LLC Shares Held: 17.2K ($453K)
Q2 2025
Black Point Wealth Management Shares Held: 9.26K ($244K)

About BUFG

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