Institutional shares held 9 Million
0 calls
0 puts
Total value of holdings $588M
$0 calls
$0 puts
# of Institutions 145


Latest Institutional Activity in KXI

Top Purchases

Q3 2025
Patriot Investment Management Inc. Shares Held: 15.4K ($1M)
Q3 2025
Private Trust CO Na Shares Held: 1.72K ($112K)
Q3 2025
Perigon Wealth Management, LLC Shares Held: 14.4K ($942K)
Q3 2025
Ronald Blue Trust, Inc. Shares Held: 89 ($5.81K)
Q3 2025
North Capital, Inc. Shares Held: 201 ($13.1K)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 380 ($24.8K)
Q2 2025
Bank Of America Corp Shares Held: 57.4K ($3.75M)
Q2 2025
Ameriprise Financial Inc Shares Held: 4.11K ($269K)
Q2 2025
Ubs Group Ag Shares Held: 108K ($7.03M)
Q2 2025
Wells Fargo & Company Shares Held: 46.3K ($3.02M)

About KXI

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