Institutional shares held 29.8 Million
46.1K calls
56K puts
Total value of holdings $1.48B
$2.29M calls
$2.78M puts
# of Institutions 192


Latest Institutional Activity in IAT

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 24.2M ($1.2B)
Q2 2025
Wells Fargo & Company Shares Held: 470K ($23.3M)
Q2 2025
Pathstone Holdings, LLC Shares Held: 45.6K ($2.26M)
Q2 2025
Jones Financial Companies Lllp Shares Held: 75.3K ($3.73M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 93.7K ($4.65M)

Top Sells

Q2 2025
Morgan Stanley Shares Held: 471K ($23.4M)
Q2 2025
Bank Of America Corp Shares Held: 391K ($19.4M)
Q2 2025
Ubs Group Ag Shares Held: 143K ($7.1M)
Q2 2025
Stifel Financial Corp Shares Held: 17.9K ($890K)
Q2 2025
Cadent Capital Advisors, LLC Shares Held: 22.7K ($1.13M)

About IAT

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