Institutional shares held 64.5 Million
0 calls
0 puts
Total value of holdings $1.35B
$0 calls
$0 puts
# of Institutions 230


Latest Institutional Activity in IBDW

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 3.13M ($65.8M)
Q2 2025
Ep Wealth Advisors, LLC Shares Held: 688K ($14.4M)
Q2 2025
Laurel Wealth Advisors LLC Shares Held: 492K ($10.3M)
Q2 2025
Aptus Capital Advisors, LLC Shares Held: 6.36M ($134M)
Q2 2025
Morgan Stanley Shares Held: 2.95M ($61.9M)

Top Sells

Q2 2025
Raymond James Financial Inc Shares Held: 1.26M ($26.4M)
Q2 2025
Garrett Investment Advisors LLC Shares Held: 56.8K ($1.19M)
Q2 2025
New Edge Advisors, LLC Shares Held: 874K ($18.3M)
Q2 2025
Motley Fool Wealth Management, LLC Shares Held: 585K ($12.3M)
Q2 2025
Ubs Group Ag Shares Held: 1.25M ($26.2M)

About IBDW

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