Institutional shares held 33.6 Million
0 calls
0 puts
Total value of holdings $785M
$0 calls
$0 puts
# of Institutions 147


Latest Institutional Activity in BWX

Top Purchases

Q2 2025
Annex Advisory Services, LLC Shares Held: 3.13M ($72.7M)
Q2 2025
Spartan Planning & Wealth Management Shares Held: 177K ($4.11M)
Q2 2025
Worth Asset Management, LLC Shares Held: 31.4K ($729K)
Q2 2025
Net Worth Advisory Group Shares Held: 378K ($8.77M)
Q2 2025
Checchi Capital Advisers, LLC Shares Held: 1.63M ($37.8M)

Top Sells

Q2 2025
Fifth Third Securities, Inc. Shares Held: 19.1K ($443K)
Q2 2025
Quent Capital, LLC Shares Held: 104K ($2.41M)
Q2 2025
Golden State Equity Partners Shares Held: 33.1K ($768K)
Q2 2025
Pure Financial Advisors, LLC Shares Held: 48.5K ($1.13M)
Q2 2025
Upper Left Wealth Management, LLC Shares Held: 226K ($5.25M)

About BWX

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