Institutional shares held 69.5 Million
0 calls
0 puts
Total value of holdings $1.48B
$0 calls
$0 puts
# of Institutions 242


Latest Institutional Activity in IBDW

Top Purchases

Q3 2025
Capital Advisors Inc Shares Held: 2.99M ($63.8M)
Q3 2025
Vishria Bird Financial Group, LLC Shares Held: 912K ($19.5M)
Q3 2025
Ironwood Financial, LLC Shares Held: 494K ($10.5M)
Q3 2025
Capital Investment Advisors, LLC Shares Held: 3.41M ($72.7M)
Q3 2025
Klingman & Associates, LLC Shares Held: 1.42M ($30.3M)

Top Sells

Q3 2025
Garrett Investment Advisors LLC Shares Held: 32.8K ($700K)
Q3 2025
Arrow Financial Corp Shares Held: 676K ($14.4M)
Q3 2025
Montecito Bank & Trust Shares Held: 32.8K ($700K)
Q3 2025
Seascape Capital Management Shares Held: 261K ($5.56M)
Q3 2025
Lincoln Capital Corp Shares Held: 13.5K ($289K)

About IBDW

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