Institutional shares held 29.1 Million
0 calls
0 puts
Total value of holdings $933M
$0 calls
$0 puts
# of Institutions 199


Latest Institutional Activity in BALT

Top Purchases

Q2 2025
Beacon Financial Group Shares Held: 110K ($3.52M)
Q2 2025
Ptm Wealth Management, LLC Shares Held: 322K ($10.3M)
Q2 2025
Hbw Advisory Services LLC Shares Held: 48.4K ($1.55M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 72.9K ($2.34M)
Q2 2025
Sovran Advisors, LLC Shares Held: 247K ($7.92M)

Top Sells

Q2 2025
Keystone Wealth Services, LLC Shares Held: 18.6K ($598K)
Q2 2025
Triumph Capital Management Shares Held: 40.1K ($1.29M)
Q2 2025
Silver Oak Securities, Inc Shares Held: 67K ($2.15M)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 6.37K ($205K)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 150 ($4.82K)

About BALT

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