Institutional shares held 18.5 Million
0 calls
0 puts
Total value of holdings $1.36B
$0 calls
$0 puts
# of Institutions 163


Latest Institutional Activity in IPAC

Top Purchases

Q3 2025
Perigon Wealth Management, LLC Shares Held: 69.9K ($5.15M)
Q3 2025
Canandaigua National Bank & Trust CO Shares Held: 2.85K ($210K)
Q3 2025
Greenwood Capital Associates LLC Shares Held: 165K ($12.2M)
Q3 2025
Security National Bank Shares Held: 2.97K ($219K)
Q3 2025
Trust CO Of Vermont Shares Held: 488 ($36K)

Top Sells

Q3 2025
Ronald Blue Trust, Inc. Shares Held: 6.82M ($502M)
Q3 2025
Mather Group, Llc. Shares Held: 636K ($46.9M)
Q3 2025
Cwm, LLC Shares Held: 29.3K ($2.16M)
Q3 2025
Columbus Macro, LLC Shares Held: 87K ($6.41M)
Q3 2025
Brian Low Financial Group, LLC Shares Held: 3.83K ($282K)

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