Institutional shares held 18.5 Million
0 calls
0 puts
Total value of holdings $472M
$0 calls
$0 puts
# of Institutions 179


Latest Institutional Activity in IBMQ

Top Purchases

Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 122K ($3.1M)
Q4 2025
Helen Stephens Group, LLC Shares Held: 43K ($1.1M)
Q4 2025
Confluence Investment Management LLC Shares Held: 93.3K ($2.38M)
Q3 2025
Vishria Bird Financial Group, LLC Shares Held: 1.14M ($29.2M)
Q3 2025
Morgan Stanley Shares Held: 372K ($9.48M)

Top Sells

Q4 2025
Legacy Private Trust Co. Shares Held: 39.5K ($1.01M)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 13.6K ($347K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 133K ($3.39M)
Q3 2025
Raymond James Financial Inc Shares Held: 168K ($4.28M)
Q3 2025
Envision Financial Planning, LLC Shares Held: 43.7K ($1.11M)

About IBMQ

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