Institutional shares held 17.4 Million
0 calls
0 puts
Total value of holdings $378M
$0 calls
$0 puts
# of Institutions 152


Latest Institutional Activity in IBTJ

Top Purchases

Q1 2025
Confluence Investment Management LLC Shares Held: 535K ($11.6M)
Q1 2025
Parallel Advisors, LLC Shares Held: 112K ($2.44M)
Q1 2025
Legacy Private Trust Co. Shares Held: 399K ($8.67M)
Q1 2025
Apella Capital, LLC Shares Held: 38.6K ($839K)
Q1 2025
Mkt Advisors LLC Shares Held: 445K ($9.68M)

Top Sells

Q1 2025
Waycross Investment Management CO Shares Held: 454K ($9.88M)
Q1 2025
Greenfield Savings Bank Shares Held: 18.6K ($405K)
Q4 2024
Ameriprise Financial Inc Shares Held: 36.8K ($801K)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 36.9K ($803K)
Q4 2024
High Tower Advisors, LLC Shares Held: 73.9K ($1.61M)

About IBTJ

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