Institutional shares held 2.65 Million
0 calls
0 puts
Total value of holdings $570M
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in CRBN

Top Purchases

Q2 2025
Miracle Mile Advisors, LLC Shares Held: 7.01K ($1.51M)
Q2 2025
Bsw Wealth Partners Shares Held: 28K ($6.05M)
Q2 2025
Ackerman Capital Advisors, LLC Shares Held: 2.85K ($615K)
Q2 2025
Stonehearth Capital Management, LLC Shares Held: 15.2K ($3.28M)
Q2 2025
Howard Financial Services, Ltd. Shares Held: 1.04K ($225K)

Top Sells

Q2 2025
Gradient Investments LLC Shares Held: 7.64K ($1.65M)
Q2 2025
Ritholtz Wealth Management Shares Held: 3.73K ($807K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 958 ($207K)
Q2 2025
Retirement Income Solutions, Inc Shares Held: 1.04K ($224K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 1.68K ($364K)

About CRBN

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