Institutional shares held 32.4 Million
0 calls
0 puts
Total value of holdings $1.05B
$0 calls
$0 puts
# of Institutions 205


Latest Institutional Activity in BALT

Top Purchases

Q2 2025
Clear Creek Financial Management, LLC Shares Held: 588K ($19.1M)
Q2 2025
Consolidated Planning Corp Shares Held: 367K ($11.9M)
Q2 2025
Cetera Investment Advisers Shares Held: 1.07M ($34.8M)
Q2 2025
Ae Wealth Management LLC Shares Held: 494K ($16M)
Q2 2025
Woodard & CO Asset Management Group Inc Shares Held: 289K ($9.38M)

Top Sells

Q2 2025
Advisor Group Holdings, Inc. Shares Held: 1.45M ($47.1M)
Q2 2025
Wealthquest Corp Shares Held: 3.15M ($102M)
Q2 2025
Raymond James Financial Inc Shares Held: 1.69M ($54.8M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 1.72M ($55.7M)
Q2 2025
Legacy Wealth Managment, Llc/Id Shares Held: 2.49K ($80.6K)

About BALT

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