Institutional shares held 1.84 Million
1.9K calls
200 puts
Total value of holdings $195M
$200K calls
$21K puts
# of Institutions 63

Latest Institutional Activity in KBWP

Top Purchases

Q2 2024
Fifth Third Securities, Inc. Shares Held: 7.49K ($791K)
Q2 2024
Advisor Net Financial, Inc Shares Held: 1.32K ($140K)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 2.97K ($314K)
Q2 2024
Cva Family Office, LLC Shares Held: 51 ($5.39K)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

Top Sells

Q2 2024
Fulcrum Equity Management Shares Held: 11.9K ($1.26M)
Q2 2024
Legacy Capital Group California, Inc. Shares Held: 2.45K ($259K)
Q2 2024
Great Valley Advisor Group, Inc. Shares Held: 2.33K ($246K)
Q1 2024
Ameriprise Financial Inc Shares Held: 42K ($4.44M)
Q1 2024
Royal Bank Of Canada Shares Held: 42.5K ($4.49M)

About KBWP

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