Institutional shares held 5.91 Million
0 calls
45.7K puts
Total value of holdings $80.2M
$0 calls
$620K puts
# of Institutions 86


Latest Institutional Activity in KBWD

Top Purchases

Q3 2025
Gradient Investments LLC Shares Held: 538K ($7.3M)
Q3 2025
Highline Wealth Partners LLC Shares Held: 300 ($4.07K)
Q3 2025
Ronald Blue Trust, Inc. Shares Held: 130 ($1.76K)
Q2 2025
Mission Hills Financial Advisory, LLC Shares Held: 649K ($8.81M)
Q2 2025
Raymond James Financial Inc Shares Held: 162K ($2.2M)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 15.6K ($211K)
Q3 2025
Brookstone Capital Management Shares Held: 20.6K ($280K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 7.9K ($107K)
Q2 2025
Wells Fargo & Company Shares Held: 530K ($7.19M)
Q2 2025
Morgan Stanley Shares Held: 859K ($11.7M)

About KBWD

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