Institutional shares held 29.5 Million
0 calls
0 puts
Total value of holdings $925M
$0 calls
$0 puts
# of Institutions 198


Latest Institutional Activity in BALT

Top Purchases

Q1 2025
Wealthquest Corp Shares Held: 3.44M ($108M)
Q1 2025
Raymond James Financial Inc Shares Held: 1.84M ($57.8M)
Q1 2025
Kure Advisory, LLC Shares Held: 584K ($18.3M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 1.78M ($55.8M)
Q1 2025
Orion Portfolio Solutions, LLC Shares Held: 593K ($18.6M)

Top Sells

Q1 2025
Whipplewood Advisors, LLC Shares Held: 150 ($4.71K)
Q1 2025
Cetera Investment Advisers Shares Held: 712K ($22.3M)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 1.06M ($33.3M)
Q1 2025
Avantax Advisory Services, Inc. Shares Held: 11.4K ($359K)
Q1 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

About BALT

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