Institutional shares held 5.06 Million
0 calls
0 puts
Total value of holdings $141M
$0 calls
$0 puts
# of Institutions 56


Latest Institutional Activity in BWZ

Top Purchases

Q2 2025
Almanack Investment Partners, Llc. Shares Held: 459K ($12.8M)
Q2 2025
Dmg Group, LLC Shares Held: 80.1K ($2.23M)
Q2 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 60.9K ($1.69M)
Q2 2025
Vision Point Advisory Group, LLC Shares Held: 56.1K ($1.56M)
Q2 2025
Quent Capital, LLC Shares Held: 898K ($25M)

Top Sells

Q2 2025
Checchi Capital Advisers, LLC Shares Held: 573K ($15.9M)
Q2 2025
Master'S Wealth Management Inc. Shares Held: 292K ($8.11M)
Q1 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2025
Envestnet Asset Management Inc Shares Held: 326K ($9.06M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 210K ($5.84M)

About BWZ

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