Institutional shares held 14.6 Million
0 calls
0 puts
Total value of holdings $301M
$0 calls
$0 puts
# of Institutions 109


Latest Institutional Activity in IBTL

Top Purchases

Q3 2025
Park Avenue Securities LLC Shares Held: 400K ($8.26M)
Q3 2025
Probity Advisors, Inc. Shares Held: 407K ($8.41M)
Q3 2025
Foronjy Financial LLC Shares Held: 292K ($6.04M)
Q3 2025
Cwm, LLC Shares Held: 28.2K ($583K)
Q3 2025
Montecito Bank & Trust Shares Held: 18.6K ($385K)

Top Sells

Q3 2025
Confluence Investment Management LLC Shares Held: 297K ($6.14M)
Q3 2025
Country Club Bank Shares Held: 91.8K ($1.9M)
Q3 2025
Atlantic Private Wealth, LLC Shares Held: 26.1K ($540K)
Q3 2025
Lowe Wealth Advisors, LLC Shares Held: 2K ($41.3K)
Q3 2025
Golden State Wealth Management, LLC Shares Held: 0 ($0)

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