Institutional shares held 2.66 Million
1.9K calls
400 puts
Total value of holdings $320M
$228K calls
$48K puts
# of Institutions 76


Latest Institutional Activity in KBWP

Top Purchases

Q3 2025
Focus Financial Network, Inc. Shares Held: 22.4K ($2.69M)
Q3 2025
Nilsine Partners, LLC Shares Held: 10.1K ($1.22M)
Q3 2025
Ronald Blue Trust, Inc. Shares Held: 10 ($1.2K)
Q3 2025
Global Retirement Partners, LLC Shares Held: 112 ($13.5K)
Q3 2025
Hudock, Inc. Shares Held: 2.33K ($280K)

Top Sells

Q3 2025
Carr Financial Group Corp Shares Held: 2.46K ($296K)
Q3 2025
Hennion & Walsh Asset Management, Inc. Shares Held: 2.4K ($289K)
Q3 2025
Davenport & CO LLC Shares Held: 14.3K ($1.73M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 8.1K ($976K)
Q2 2025
Kingsview Wealth Management, LLC Shares Held: 78.9K ($9.5M)

About KBWP

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