Institutional shares held 18.7 Million
0 calls
0 puts
Total value of holdings $477M
$0 calls
$0 puts
# of Institutions 192


Latest Institutional Activity in IBMO

Top Purchases

Q1 2025
Bank Of America Corp Shares Held: 1.89M ($48.2M)
Q1 2025
Lido Advisors, LLC Shares Held: 282K ($7.22M)
Q1 2025
Lpl Financial LLC Shares Held: 388K ($9.92M)
Q1 2025
Kovitz Investment Group Partners, LLC Shares Held: 43.1K ($1.1M)
Q1 2025
Deutsche Bank Ag\ Shares Held: 41K ($1.05M)

Top Sells

Q1 2025
Ci Private Wealth, LLC Shares Held: 48.7K ($1.25M)
Q1 2025
Ashton Thomas Private Wealth, LLC Shares Held: 23.8K ($609K)
Q1 2025
Ubs Group Ag Shares Held: 469K ($12M)
Q1 2025
Ameriprise Financial Inc Shares Held: 158K ($4.05M)
Q1 2025
Kathmere Capital Management, LLC Shares Held: 528K ($13.5M)

About IBMO

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