Institutional shares held 3.62 Million
0 calls
0 puts
Total value of holdings $158M
$0 calls
$0 puts
# of Institutions 89


Latest Institutional Activity in BOCT

Top Purchases

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 645K ($28.3M)
Q3 2024
Penserra Capital Management LLC Shares Held: 298K ($13.1M)
Q3 2024
Cerity Partners LLC Shares Held: 77.3K ($3.38M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 87.5K ($3.83M)
Q3 2024
Northwestern Mutual Wealth Management CO Shares Held: 14.3K ($625K)

Top Sells

Q3 2024
Diligent Investors, LLC Shares Held: 22.3K ($976K)
Q3 2024
Beacon Financial Advisory LLC Shares Held: 6.21K ($272K)
Q3 2024
Captrust Financial Advisors Shares Held: 128K ($5.6M)
Q3 2024
Wealthquest Corp Shares Held: 75.6K ($3.31M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 41.6K ($1.82M)

About BOCT

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