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 239 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
16,000
shares
|
$44,640
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
16,000
shares
|
$44,640
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
15,984
shares
|
$44,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,933
shares
|
$44,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
15,105
shares
|
$42,142
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
15,052
shares
|
$41,995
0.0% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
15,041
shares
|
$41,964
0.01% of portfolio
|
Q2 2025
Added 49.26%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
15,000
shares
|
$41,850
0.0% of portfolio
|
Q1 2024
Reduced 22.08%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
14,757
shares
|
$41,172
0.04% of portfolio
|
Q2 2024
Added 10.61%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
14,674
shares
|
$40,940
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
14,400
shares
|
$40,176
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
14,396
shares
|
$40,164
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
14,224
shares
|
$39,684
0.0% of portfolio
|
Q1 2025
Added 11.81%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
13,724
shares
|
$38,289
0.0% of portfolio
|
Q4 2023
Added 26.23%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
13,650
shares
|
$38,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
13,463
shares
|
$37,561
0.01% of portfolio
|
Q1 2025
Added 571.81%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
13,328
shares
|
$37,185
0.0% of portfolio
|
Q1 2025
Reduced 52.34%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,852
shares
|
$35,857
0.0% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
12,777
shares
|
$35,647
0.0% of portfolio
|
Q1 2025
Reduced 43.66%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
12,700
shares
|
$35,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
12,055
shares
|
$33,633
0.0% of portfolio
|
Q1 2024
Reduced 12.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
11,820
shares
|
$32,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
11,809
shares
|
$32,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
11,421
shares
|
$31,864
0.0% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
11,184
shares
|
$31,203
0.01% of portfolio
|
Q1 2025
New holding
|