Institutional shares held 19.3 Million
0 calls
0 puts
Total value of holdings $493M
$0 calls
$0 puts
# of Institutions 191


Latest Institutional Activity in IBMO

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 369K ($9.4M)
Q4 2024
Bank Of America Corp Shares Held: 1.75M ($44.5M)
Q4 2024
Lido Advisors, LLC Shares Held: 147K ($3.75M)
Q4 2024
Integrated Wealth Concepts LLC Shares Held: 305K ($7.76M)
Q4 2024
Scissortail Wealth Management, LLC Shares Held: 68.9K ($1.75M)

Top Sells

Q4 2024
Mercer Global Advisors Inc Shares Held: 866K ($22.1M)
Q4 2024
Ubs Group Ag Shares Held: 654K ($16.6M)
Q4 2024
Morgan Stanley Shares Held: 709K ($18.1M)
Q4 2024
Jane Street Group, LLC Shares Held: 21.1K ($538K)
Q4 2024
Ci Private Wealth, LLC Shares Held: 369K ($9.41M)

About IBMO

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