Institutional shares held 2.04 Million
0 calls
0 puts
Total value of holdings $256M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in KBWP

Top Purchases

Q1 2025
Goldman Sachs Group Inc Shares Held: 25K ($3.14M)
Q1 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 20.5K ($2.57M)
Q1 2025
Stegent Equity Advisors, Inc. Shares Held: 24.9K ($3.12M)
Q1 2025
Avantax Advisory Services, Inc. Shares Held: 8.27K ($1.04M)
Q1 2025
Belpointe Asset Management LLC Shares Held: 4.23K ($530K)

Top Sells

Q1 2025
High Tower Advisors, LLC Shares Held: 1.68K ($211K)
Q1 2025
Raymond James Financial Inc Shares Held: 35.8K ($4.49M)
Q1 2025
Morgan Stanley Shares Held: 32.5K ($4.08M)
Q1 2025
Royal Bank Of Canada Shares Held: 6.69K ($840K)
Q1 2025
Bank Of America Corp Shares Held: 34.6K ($4.34M)

About KBWP

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