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 |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
1,950
shares
|
$5,440
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1,791
shares
|
$4,996
0.0% of portfolio
|
Q1 2025
Reduced 81.99%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,780
shares
|
$4,966
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,655
shares
|
$4,617
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,500
shares
|
$4,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
1,300
shares
|
$3,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,147
shares
|
$3,200
0.0% of portfolio
|
Q1 2025
Added 3273.53%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,100
shares
|
$3,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,000
shares
|
$2,790
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$2,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
990
shares
|
$2,762
0.0% of portfolio
|
Q1 2025
Added 182.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
968
shares
|
$2,700
0.0% of portfolio
|
Q1 2025
Added 33.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
930
shares
|
$2,594
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
866
shares
|
$2,416
0.0% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
847
shares
|
$2,363
0.0% of portfolio
|
Q1 2025
Reduced 54.14%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
737
shares
|
$2,056
0.0% of portfolio
|
Q1 2025
Reduced 26.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
700
shares
|
$1,953
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
695
shares
|
$1,939
0.0% of portfolio
|
Q1 2025
Reduced 42.7%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
680
shares
|
$1,897
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
600
shares
|
$1,674
0.0% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
500
shares
|
$1,395
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$1,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$1,395
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
425
shares
|
$1,185
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
422
shares
|
$1,177
0.0% of portfolio
|
Q3 2022
Reduced 31.6%
|