Institutional shares held 8 Million
0 calls
0 puts
Total value of holdings $185M
$0 calls
$0 puts
# of Institutions 90


Latest Institutional Activity in BUFG

Top Purchases

Q1 2025
Transcend Capital Advisors, LLC Shares Held: 50.1K ($1.18M)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 16.6K ($391K)
Q1 2025
Simplicity Wealth,Llc Shares Held: 10K ($236K)
Q1 2025
World Equity Group, Inc. Shares Held: 186K ($4.37M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 1.65K ($38.9K)

Top Sells

Q1 2025
Centennial Wealth Advisory LLC Shares Held: 542K ($12.8M)
Q1 2025
Black Point Wealth Management Shares Held: 29.8K ($701K)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 49K ($1.15M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 12.9K ($304K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 112K ($2.65M)

About BUFG

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