Institutional shares held 6.28 Million
0 calls
0 puts
Total value of holdings $301M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in BKHY

Top Purchases

Q4 2024
Rpoa Advisors, Inc. Shares Held: 4.9M ($236M)
Q4 2024
Heritage Oak Wealth Advisors LLC Shares Held: 48.9K ($2.35M)
Q4 2024
World Equity Group, Inc. Shares Held: 38.1K ($1.84M)
Q4 2024
Sellwood Investment Partners LLC Shares Held: 17.5K ($842K)
Q4 2024
Assetmark, Inc Shares Held: 201K ($9.67M)

Top Sells

Q4 2024
Jpmorgan Chase & CO Shares Held: 65K ($3.13M)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 14.2K ($681K)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 21.1K ($1.02M)
Q4 2024
Vision Point Advisory Group, LLC Shares Held: 1.65K ($79.3K)
Q4 2024
New Century Financial Group, LLC Shares Held: 17.1K ($821K)

About BKHY

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