Institutional shares held 15.9 Million
0 calls
0 puts
Total value of holdings $397M
$0 calls
$0 puts
# of Institutions 144


Latest Institutional Activity in IBMQ

Top Purchases

Q1 2025
Lbmc Investment Advisors, LLC Shares Held: 321K ($8.05M)
Q1 2025
Legacy Private Trust Co. Shares Held: 82.1K ($2.06M)
Q1 2025
Cyndeo Wealth Partners, LLC Shares Held: 108K ($2.7M)
Q1 2025
Heartwood Wealth Advisors LLC Shares Held: 253K ($6.34M)
Q1 2025
Jim Saulnier & Associates, LLC Shares Held: 13.5K ($340K)

Top Sells

Q1 2025
Crumly & Associates Inc. Shares Held: 26.2K ($659K)
Q1 2025
Hengehold Capital Management LLC Shares Held: 374K ($9.4M)
Q1 2025
Partners Wealth Management, LLC Shares Held: 11.6K ($291K)
Q1 2025
Signature Wealth Management Group Shares Held: 46.6K ($1.17M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 53.5K ($1.34M)

About IBMQ

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