Institutional shares held 2.74 Million
0 calls
12.8K puts
Total value of holdings $42.4M
$0 calls
$198K puts
# of Institutions 53


Latest Institutional Activity in KBWY

Top Purchases

Q3 2025
Heartwood Wealth Advisors LLC Shares Held: 118K ($1.82M)
Q3 2025
Lmcg Investments, LLC Shares Held: 84K ($1.3M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 18.9K ($292K)
Q3 2025
Massmutual Trust CO Fsb Shares Held: 37.3K ($578K)
Q3 2025
Ronald Blue Trust, Inc. Shares Held: 130 ($2.01K)

Top Sells

Q3 2025
Fifth Third Securities, Inc. Shares Held: 185K ($2.87M)
Q3 2025
Ae Wealth Management LLC Shares Held: 4.27K ($66.2K)
Q3 2025
Ameritas Advisory Services, LLC Shares Held: 7.4K ($115K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 68.3K ($1.06M)
Q2 2025
Raymond James Financial Inc Shares Held: 30.8K ($478K)

About KBWY

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