Institutional shares held 9.52 Million
0 calls
0 puts
Total value of holdings $219M
$0 calls
$0 puts
# of Institutions 78


Latest Institutional Activity in IBTM

Top Purchases

Q2 2025
D.A. Davidson & Co. Shares Held: 348K ($8.01M)
Q2 2025
Krilogy Financial LLC Shares Held: 2.04M ($46.9M)
Q2 2025
Ifp Advisors, Inc Shares Held: 64.5K ($1.48M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 92.6K ($2.13M)
Q2 2025
Stockman Wealth Management, Inc. Shares Held: 18.7K ($431K)

Top Sells

Q2 2025
James Investment Research Inc Shares Held: 158K ($3.62M)
Q2 2025
Country Club Bank Shares Held: 76.3K ($1.75M)
Q2 2025
Brookstone Capital Management Shares Held: 16K ($369K)
Q2 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 10.2K ($235K)
Q1 2025
New Edge Advisors, LLC Shares Held: 342K ($7.87M)

About IBTM

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