Institutional shares held 29 Million
0 calls
0 puts
Total value of holdings $667M
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in BWX

Top Purchases

Q1 2025
Upper Left Wealth Management, LLC Shares Held: 228K ($5.27M)
Q1 2025
Spartan Planning & Wealth Management Shares Held: 108K ($2.48M)
Q1 2025
Net Worth Advisory Group Shares Held: 357K ($8.24M)
Q1 2025
Quent Capital, LLC Shares Held: 111K ($2.57M)
Q1 2025
Baron Financial Group, LLC Shares Held: 107K ($2.47M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 114K ($2.64M)
Q1 2025
Investment Advisory Group, LLC Shares Held: 16.1K ($371K)
Q4 2024
Checchi Capital Advisers, LLC Shares Held: 1.4M ($32.4M)
Q4 2024
Blueprint Investment Partners LLC Shares Held: 193K ($4.47M)
Q4 2024
State Street Corp Shares Held: 122K ($2.81M)

About BWX

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