Institutional shares held 42.8 Million
1K calls
0 puts
Total value of holdings $1.11B
$25K calls
$0 puts
# of Institutions 179


Latest Institutional Activity in BUFD

Top Purchases

Q1 2025
Legacy Financial Group LLC Shares Held: 1.92M ($49.7M)
Q1 2025
Lpl Financial LLC Shares Held: 7.85M ($204M)
Q1 2025
Fischer Investment Strategies, LLC Shares Held: 486K ($12.6M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 993K ($25.8M)
Q1 2025
Gw Henssler & Associates LTD Shares Held: 4.25M ($110M)

Top Sells

Q1 2025
New Edge Advisors, LLC Shares Held: 478K ($12.4M)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 71.5K ($1.86M)
Q1 2025
Milestone Asset Management, LLC Shares Held: 311K ($8.08M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 127K ($3.28M)
Q1 2025
Atria Wealth Solutions, Inc. Shares Held: 178K ($4.63M)

About BUFD

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