Institutional shares held 85.9 Million
6.7K calls
0 puts
Total value of holdings $4.3B
$335K calls
$0 puts
# of Institutions 466


Latest Institutional Activity in LMBS

Top Purchases

Q3 2025
Edge Rock Capital LLC Shares Held: 141K ($7.05M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.02M ($51.3M)
Q3 2025
Aps Management Group, Inc. Shares Held: 53.8K ($2.69M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 825K ($41.3M)
Q3 2025
Secure Asset Management, LLC Shares Held: 241K ($12.1M)

Top Sells

Q3 2025
Ewg Elevate Inc. Shares Held: 138K ($6.89M)
Q3 2025
Financial Enhancement Group LLC Shares Held: 310K ($15.5M)
Q3 2025
Keystone Wealth Services, LLC Shares Held: 21.8K ($1.09M)
Q3 2025
Fairvoy Private Wealth, LLC Shares Held: 294K ($14.7M)
Q3 2025
Trilogy Capital Inc. Shares Held: 488K ($24.4M)

About LMBS

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