Institutional shares held 15 Million
0 calls
0 puts
Total value of holdings $348M
$0 calls
$0 puts
# of Institutions 159


Latest Institutional Activity in IBHE

Top Purchases

Q3 2025
Lbmc Investment Advisors, LLC Shares Held: 296K ($6.87M)
Q3 2025
Mid American Wealth Advisory Group, Inc. Shares Held: 632K ($14.7M)
Q3 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 32.1K ($744K)
Q3 2025
Csenge Advisory Group Shares Held: 31.9K ($739K)
Q3 2025
Phillips Financial Management, LLC Shares Held: 65.4K ($1.52M)

Top Sells

Q3 2025
Arrow Financial Corp Shares Held: 670K ($15.5M)
Q3 2025
Carr Financial Group Corp Shares Held: 67.9K ($1.58M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 82.1K ($1.91M)
Q3 2025
Commonwealth Financial Services, LLC Shares Held: 109K ($2.52M)
Q3 2025
Littlejohn Financial Services, Inc. Shares Held: 12.3K ($286K)

About IBHE

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