Institutional shares held 2.66 Million
1.9K calls
400 puts
Total value of holdings $315M
$224K calls
$47K puts
# of Institutions 77


Latest Institutional Activity in KBWP

Top Purchases

Q2 2025
High Tower Advisors, LLC Shares Held: 194K ($23M)
Q2 2025
Morgan Stanley Shares Held: 149K ($17.6M)
Q2 2025
Lpl Financial LLC Shares Held: 282K ($33.4M)
Q2 2025
Raymond James Financial Inc Shares Held: 100K ($11.9M)
Q2 2025
Royal Bank Of Canada Shares Held: 53.5K ($6.33M)

Top Sells

Q2 2025
Kingsview Wealth Management, LLC Shares Held: 78.9K ($9.34M)
Q2 2025
Ameriprise Financial Inc Shares Held: 28.2K ($3.34M)
Q2 2025
Goldman Sachs Group Inc Shares Held: 19.4K ($2.29M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 5.52K ($654K)
Q2 2025
Virtue Capital Management, LLC Shares Held: 2.67K ($316K)

About KBWP

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