Institutional shares held 6.43 Million
1.2K calls
33.2K puts
Total value of holdings $86.7M
$16K calls
$447K puts
# of Institutions 92


Latest Institutional Activity in KBWD

Top Purchases

Q1 2025
True Mark Investments, LLC Shares Held: 280K ($3.78M)
Q1 2025
Mission Hills Financial Advisory, LLC Shares Held: 528K ($7.12M)
Q1 2025
Gradient Investments LLC Shares Held: 484K ($6.52M)
Q1 2025
Kingswood Wealth Advisors, LLC Shares Held: 28.7K ($388K)
Q1 2025
Good Life Advisors, LLC Shares Held: 18.7K ($252K)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 17.3K ($233K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 106K ($1.43M)
Q1 2025
Brookstone Capital Management Shares Held: 36.7K ($496K)
Q1 2025
Cullen/Frost Bankers, Inc. Shares Held: 38.3K ($517K)
Q1 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 84.2K ($1.14M)

About KBWD

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