Institutional shares held 2.45 Million
0 calls
0 puts
Total value of holdings $303M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in KBWP

Top Purchases

Q3 2025
Kingsview Wealth Management, LLC Shares Held: 134K ($16.5M)
Q3 2025
Citadel Advisors LLC Shares Held: 26.3K ($3.25M)
Q3 2025
Hrt Financial LP Shares Held: 24.4K ($3.01M)
Q3 2025
Cetera Investment Advisers Shares Held: 39K ($4.83M)
Q3 2025
Two Sigma Investments, LP Shares Held: 40.7K ($5.03M)

Top Sells

Q3 2025
Royal Bank Of Canada Shares Held: 11K ($1.36M)
Q3 2025
Bank Of America Corp Shares Held: 20.9K ($2.59M)
Q3 2025
Lpl Financial LLC Shares Held: 260K ($32.2M)
Q3 2025
Morgan Stanley Shares Held: 129K ($15.9M)
Q3 2025
First National Corp Shares Held: 23K ($2.84M)

About KBWP

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