Institutional shares held 70 Million
0 calls
0 puts
Total value of holdings $1.6B
$0 calls
$0 puts
# of Institutions 298


Latest Institutional Activity in IBTG

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 2.34M ($53.4M)
Q2 2025
Kovitz Investment Group Partners, LLC Shares Held: 5.26M ($120M)
Q2 2025
Raymond James Financial Inc Shares Held: 1.78M ($40.7M)
Q2 2025
Stratos Wealth Advisors, LLC Shares Held: 508K ($11.6M)
Q2 2025
Connecticut Wealth Management, LLC Shares Held: 835K ($19.1M)

Top Sells

Q2 2025
Bailard, Inc. Shares Held: 125K ($2.86M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 566K ($12.9M)
Q2 2025
Morgan Stanley Shares Held: 3.81M ($87M)
Q2 2025
Thrivent Financial For Lutherans Shares Held: 17.9K ($409K)
Q2 2025
Steward Partners Investment Advisory, LLC Shares Held: 278K ($6.37M)

About IBTG

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