Institutional shares held 79.9 Million
0 calls
0 puts
Total value of holdings $1.87B
$0 calls
$0 puts
# of Institutions 313


Latest Institutional Activity in IBTF

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 3.01M ($70.3M)
Q1 2025
Apella Capital, LLC Shares Held: 556K ($13M)
Q1 2025
Hm Payson & CO Shares Held: 4.52M ($106M)
Q1 2025
Bank Of America Corp Shares Held: 4.02M ($94M)
Q1 2025
Kovitz Investment Group Partners, LLC Shares Held: 356K ($8.31M)

Top Sells

Q1 2025
Essential Planning, Llc. Shares Held: 112K ($2.63M)
Q1 2025
Captrust Financial Advisors Shares Held: 1.21M ($28.2M)
Q1 2025
Ashton Thomas Private Wealth, LLC Shares Held: 137K ($3.19M)
Q1 2025
Ubs Group Ag Shares Held: 1.95M ($45.6M)
Q1 2025
Rockefeller Capital Management L.P. Shares Held: 323K ($7.55M)

About IBTF

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