Institutional shares held 8.27 Million
0 calls
0 puts
Total value of holdings $224M
$0 calls
$0 puts
# of Institutions 89


Latest Institutional Activity in BUFG

Top Purchases

Q3 2025
Envestnet Asset Management Inc Shares Held: 1.12M ($30.4M)
Q3 2025
Centennial Wealth Advisory LLC Shares Held: 606K ($16.4M)
Q3 2025
Transcend Capital Advisors, LLC Shares Held: 96.9K ($2.62M)
Q3 2025
Assetmark, Inc Shares Held: 246K ($6.66M)
Q3 2025
Gateway Wealth Partners, LLC Shares Held: 28.1K ($762K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 984K ($26.6M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 9.85K ($267K)
Q3 2025
Synovus Financial Corp Shares Held: 264K ($7.16M)
Q3 2025
Ameritas Advisory Services, LLC Shares Held: 26.5K ($717K)
Q3 2025
Financial Guidance Group, Inc. Shares Held: 28K ($759K)

About BUFG

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