Institutional shares held 92 Million
0 calls
0 puts
Total value of holdings $2.2B
$0 calls
$0 puts
# of Institutions 297


Latest Institutional Activity in IBTE

Top Purchases

Q1 2024
Captrust Financial Advisors Shares Held: 21.4M ($513M)
Q1 2024
Hm Payson & CO Shares Held: 3.66M ($87.8M)
Q1 2024
First Western Trust Bank Shares Held: 1.23M ($29.4M)
Q1 2024
Bank Of America Corp Shares Held: 5.35M ($128M)
Q1 2024
Mercer Global Advisors Inc Shares Held: 725K ($17.4M)

Top Sells

Q1 2024
Granite Bay Wealth Management, LLC Shares Held: 50.2K ($1.2M)
Q1 2024
Ubs Group Ag Shares Held: 2.37M ($56.9M)
Q1 2024
Campbell Wealth Management Shares Held: 827K ($19.8M)
Q1 2024
Stifel Financial Corp Shares Held: 501K ($12M)
Q1 2024
Journey Advisory Group, LLC Shares Held: 54.7K ($1.31M)

About IBTE

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