Institutional Ownership Immunity Bio, Inc. (IBRX)
This table provides information about the institutional ownership of Immunity Bio, Inc. (IBRX). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
755
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
Added 81.93%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
737
shares
|
$1,820
0.0% of portfolio
|
Q1 2025
Reduced 26.3%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
680
shares
|
$1,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
600
shares
|
$1,482
0.0% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
500
shares
|
$1,235
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
500
shares
|
$1,235
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
465
shares
|
$1,148
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
454
shares
|
$1,121
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
439
shares
|
$1,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
425
shares
|
$1,049
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
422
shares
|
$1,042
0.0% of portfolio
|
Q3 2022
Reduced 31.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
350
shares
|
$864
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
348
shares
|
$859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$617
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
150
shares
|
$370
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
117
shares
|
$288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
115
shares
|
$284
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
60
shares
|
$148
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
51
shares
|
$125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
50
shares
|
$123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
48
shares
|
$118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
44
shares
|
$108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
40
shares
|
$98
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
20
shares
|
$49
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11
shares
|
$27
0.0% of portfolio
|
Q2 2025
Reduced 73.81%
|