Institutional shares held 6.79 Million
0 calls
4.9K puts
Total value of holdings $329M
$0 calls
$237K puts
# of Institutions 100


Latest Institutional Activity in CMBS

Top Purchases

Q1 2025
Jones Financial Companies Lllp Shares Held: 535K ($25.7M)
Q1 2025
Hancock Whitney Corp Shares Held: 219K ($10.5M)
Q1 2025
Lpl Financial LLC Shares Held: 204K ($9.81M)
Q1 2025
Systelligence, LLC Shares Held: 123K ($5.91M)
Q1 2025
Prepared Retirement Institute LLC Shares Held: 60.1K ($2.88M)

Top Sells

Q1 2025
Horizon Financial Services, LLC Shares Held: 5.54K ($266K)
Q1 2025
Pathstone Holdings, LLC Shares Held: 112K ($5.37M)
Q1 2025
Morgan Stanley Shares Held: 298K ($14.3M)
Q1 2025
Tortoise Investment Management, LLC Shares Held: 330K ($15.8M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 21.5K ($1.03M)

About CMBS

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