Institutional shares held 2.64 Million
0 calls
0 puts
Total value of holdings $597M
$0 calls
$0 puts
# of Institutions 151


Latest Institutional Activity in CRBN

Top Purchases

Q3 2025
Bsw Wealth Partners Shares Held: 30.1K ($6.82M)
Q3 2025
Aspiriant, LLC Shares Held: 115K ($26M)
Q3 2025
Creekside Partners Shares Held: 906 ($205K)
Q3 2025
Nottingham Advisors, Inc. Shares Held: 899 ($204K)
Q3 2025
Westmount Partners, LLC Shares Held: 4.07K ($920K)

Top Sells

Q3 2025
Miracle Mile Advisors, LLC Shares Held: 3.47K ($786K)
Q3 2025
Financial Connections Group, Inc. Shares Held: 45 ($10.2K)
Q3 2025
Long Run Wealth Advisors, LLC Shares Held: 4.54K ($1.03M)
Q3 2025
Gradient Investments LLC Shares Held: 7.52K ($1.7M)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 2.13K ($482K)

About CRBN

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