Institutional shares held 26.3 Million
0 calls
0 puts
Total value of holdings $1.64B
$0 calls
$0 puts
# of Institutions 139


Latest Institutional Activity in IPAC

Top Purchases

Q4 2024
Ronald Blue Trust, Inc. Shares Held: 8.17M ($508M)
Q4 2024
Columbus Macro, LLC Shares Held: 118K ($7.36M)
Q4 2024
Greenwood Capital Associates LLC Shares Held: 152K ($9.46M)
Q4 2024
Erts Wealth Advisors, LLC Shares Held: 327K ($20.3M)
Q4 2024
Ballentine Partners, LLC Shares Held: 15.1K ($936K)

Top Sells

Q4 2024
Robertson Stephens Wealth Management, LLC Shares Held: 46.9K ($2.91M)
Q4 2024
Compass Wealth Management LLC Shares Held: 16.2K ($1.01M)
Q4 2024
Richardson Financial Services Inc. Shares Held: 22.7K ($1.41M)
Q4 2024
Bleakley Financial Group, LLC Shares Held: 4.66K ($289K)
Q4 2024
Kings Path Partners LLC Shares Held: 1.18K ($73.3K)

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