Institutional shares held 32.8 Million
0 calls
0 puts
Total value of holdings $746M
$0 calls
$0 puts
# of Institutions 183


Latest Institutional Activity in IBTG

Top Purchases

Q2 2024
Granite Bay Wealth Management, LLC Shares Held: 252K ($5.74M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 124K ($2.83M)
Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 180K ($4.09M)
Q2 2024
Capital Investment Advisors, LLC Shares Held: 2.29M ($52.2M)
Q2 2024
Mkt Advisors LLC Shares Held: 360K ($8.19M)

Top Sells

Q2 2024
Bailard, Inc. Shares Held: 1.06M ($24.1M)
Q2 2024
Allworth Financial LP Shares Held: 94.9K ($2.16M)
Q2 2024
Gradient Investments LLC Shares Held: 65K ($1.48M)
Q2 2024
Horizons Wealth Management Shares Held: 44K ($1M)
Q2 2024
Confluence Investment Management LLC Shares Held: 864K ($19.7M)

About IBTG

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