Institutional shares held 37.1 Million
0 calls
0 puts
Total value of holdings $969M
$0 calls
$0 puts
# of Institutions 168


Latest Institutional Activity in BUFD

Top Purchases

Q4 2024
Lpl Financial LLC Shares Held: 6.25M ($163M)
Q4 2024
Independent Advisor Alliance Shares Held: 278K ($7.24M)
Q4 2024
Img Wealth Management, Inc. Shares Held: 246K ($6.42M)
Q4 2024
Atlas Private Wealth Advisors Shares Held: 202K ($5.26M)
Q4 2024
Coppell Advisory Solutions LLC Shares Held: 541K ($14.1M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 15.6K ($407K)
Q4 2024
Gw Henssler & Associates LTD Shares Held: 4.01M ($105M)
Q4 2024
Householder Group Estate & Retirement Specialist, LLC Shares Held: 19 ($496)
Q4 2024
Envestnet Asset Management Inc Shares Held: 3.27M ($85.5M)
Q4 2024
Centennial Wealth Advisory LLC Shares Held: 1.78M ($46.5M)

About BUFD

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