Institutional shares held 4.98 Million
0 calls
0 puts
Total value of holdings $131M
$0 calls
$0 puts
# of Institutions 40


Latest Institutional Activity in BWZ

Top Purchases

Q3 2024
Financial Management Professionals, Inc. Shares Held: 724K ($19M)
Q3 2024
Quent Capital, LLC Shares Held: 766K ($20.1M)
Q3 2024
Haverford Trust CO Shares Held: 7.5K ($197K)
Q3 2024
Walkner Condon Financial Advisors LLC Shares Held: 180K ($4.71M)
Q3 2024
Creative Planning Shares Held: 99.8K ($2.62M)

Top Sells

Q3 2024
Elmwood Wealth Management, Inc. Shares Held: 121K ($3.17M)
Q3 2024
Leavell Investment Management, Inc. Shares Held: 9.24K ($242K)
Q3 2024
Martin Capital Partners, LLC Shares Held: 11.7K ($307K)
Q3 2024
Concourse Financial Group Securities, Inc. Shares Held: 70.9K ($1.86M)
Q3 2024
Legacy Wealth Asset Management, LLC Shares Held: 27.8K ($728K)

About BWZ

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