Institutional shares held 19.5 Million
0 calls
0 puts
Total value of holdings $499M
$0 calls
$0 puts
# of Institutions 194


Latest Institutional Activity in IBMO

Top Purchases

Q3 2025
Lbmc Investment Advisors, LLC Shares Held: 464K ($11.8M)
Q3 2025
Quantum Financial Advisors, LLC Shares Held: 199K ($5.07M)
Q3 2025
Helen Stephens Group, LLC Shares Held: 34.8K ($889K)
Q3 2025
Moseley Investment Management Inc Shares Held: 82.9K ($2.11M)
Q3 2025
Strid Group, LLC Shares Held: 35.1K ($895K)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 134K ($3.41M)
Q3 2025
Woodmont Investment Counsel LLC Shares Held: 34.8K ($887K)
Q3 2025
Newman Dignan & Sheerar, Inc. Shares Held: 96.1K ($2.45M)
Q3 2025
Leavell Investment Management, Inc. Shares Held: 266K ($6.79M)
Q3 2025
Scissortail Wealth Management, LLC Shares Held: 50.4K ($1.29M)

About IBMO

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