Institutional shares held 14 Million
0 calls
0 puts
Total value of holdings $286M
$0 calls
$0 puts
# of Institutions 98


Latest Institutional Activity in IBTL

Top Purchases

Q2 2025
Headland Capital, LLC Shares Held: 343K ($7.02M)
Q2 2025
Probity Advisors, Inc. Shares Held: 355K ($7.26M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 160K ($3.27M)
Q2 2025
Park Avenue Securities LLC Shares Held: 332K ($6.79M)
Q2 2025
Yoder Wealth Management, Inc. Shares Held: 204K ($4.18M)

Top Sells

Q2 2025
Country Club Bank Shares Held: 95.2K ($1.95M)
Q2 2025
Krilogy Financial LLC Shares Held: 572K ($11.7M)
Q2 2025
Ifp Advisors, Inc Shares Held: 90.5K ($1.85M)
Q2 2025
Confluence Investment Management LLC Shares Held: 305K ($6.24M)
Q2 2025
Stratos Wealth Partners, Ltd. Shares Held: 10.8K ($220K)

About IBTL

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