Institutional shares held 12.5 Million
0 calls
0 puts
Total value of holdings $346M
$0 calls
$0 puts
# of Institutions 78


Latest Institutional Activity in BWZ

Top Purchases

Q3 2025
Almanack Investment Partners, Llc. Shares Held: 506K ($14M)
Q3 2025
Quent Capital, LLC Shares Held: 941K ($25.9M)
Q3 2025
Walkner Condon Financial Advisors LLC Shares Held: 219K ($6.04M)
Q3 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 85.2K ($2.35M)
Q3 2025
David R. Rahn & Associates Inc. Shares Held: 843K ($23.3M)

Top Sells

Q3 2025
Cerity Partners LLC Shares Held: 7.94K ($219K)
Q3 2025
Global Retirement Partners, LLC Shares Held: 99 ($2.73K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 98.3K ($2.71M)
Q3 2025
Martin Capital Partners, LLC Shares Held: 11.3K ($312K)
Q3 2025
Leavell Investment Management, Inc. Shares Held: 10.6K ($291K)

About BWZ

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