Institutional shares held 33.7 Million
0 calls
0 puts
Total value of holdings $865M
$0 calls
$0 puts
# of Institutions 158


Latest Institutional Activity in BUFD

Top Purchases

Q3 2024
Lpl Financial LLC Shares Held: 5.53M ($142M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 1.13M ($29.1M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 3.32M ($85.3M)
Q3 2024
Apollon Financial, LLC Shares Held: 105K ($2.7M)
Q3 2024
Coppell Advisory Solutions LLC Shares Held: 388K ($9.98M)

Top Sells

Q3 2024
Axxcess Wealth Management, LLC Shares Held: 663K ($17.1M)
Q3 2024
Strategic Financial Concepts, LLC Shares Held: 12.6K ($323K)
Q3 2024
Walkner Condon Financial Advisors LLC Shares Held: 215K ($5.52M)
Q3 2024
Prospera Financial Services Inc Shares Held: 8.88K ($228K)
Q3 2024
Susquehanna International Group, LLP Shares Held: 18K ($463K)

About BUFD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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