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 202 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,500
shares
|
$6,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$4,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$4,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$4,490
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
930
shares
|
$4,175
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
897
shares
|
$4,027
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
866
shares
|
$3,888
0.0% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
847
shares
|
$3,803
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
723
shares
|
$3,246
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
608
shares
|
$2,729
0.0% of portfolio
|
Q3 2024
Reduced 27.96%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$2,245
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
500
shares
|
$2,245
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$2,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
425
shares
|
$1,908
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
422
shares
|
$1,894
0.0% of portfolio
|
Q3 2022
Reduced 31.6%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
400
shares
|
$1,796
0.0% of portfolio
|
Q3 2024
Added 27.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
350
shares
|
$1,571
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
264
shares
|
$1,185
0.0% of portfolio
|
Q3 2024
Added 1100.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$1,122
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
213
shares
|
$956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
200
shares
|
$898
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
180
shares
|
$808
0.0% of portfolio
|
Q3 2024
Added 111.76%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
150
shares
|
$673
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
115
shares
|
$516
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$449
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|