Institutional shares held 41.2 Million
0 calls
0 puts
Total value of holdings $940M
$0 calls
$0 puts
# of Institutions 218


Latest Institutional Activity in IBTG

Top Purchases

Q3 2024
Bailard, Inc. Shares Held: 1.65M ($37.6M)
Q3 2024
Wells Fargo & Company Shares Held: 1.75M ($39.9M)
Q3 2024
Northwestern Mutual Wealth Management CO Shares Held: 1.57M ($35.9M)
Q3 2024
Integrated Wealth Concepts LLC Shares Held: 909K ($20.7M)
Q3 2024
Monumental Financial Group Inc. Shares Held: 925K ($21.1M)

Top Sells

Q3 2024
New Edge Advisors, LLC Shares Held: 1.43M ($32.6M)
Q3 2024
Scissortail Wealth Management, LLC Shares Held: 89 ($2.03K)
Q3 2024
Asset Dedication, LLC Shares Held: 89.7K ($2.05M)
Q3 2024
Steward Partners Investment Advisory, LLC Shares Held: 407K ($9.27M)
Q3 2024
Royal Bank Of Canada Shares Held: 123K ($2.8M)

About IBTG

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