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 238 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 $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
415
shares
|
$1,203
0.0% of portfolio
|
Q1 2025
Added 388.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
351
shares
|
$1,017
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
348
shares
|
$1,009
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
282
shares
|
$817
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$725
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
175
shares
|
$507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
150
shares
|
$435
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
117
shares
|
$339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
115
shares
|
$333
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
105
shares
|
$304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
84
shares
|
$243
0.0% of portfolio
|
Q1 2025
Reduced 47.5%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
84
shares
|
$243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
64
shares
|
$185
0.0% of portfolio
|
Q1 2025
Added 82.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
50
shares
|
$145
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
50
shares
|
$145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
42
shares
|
$121
0.0% of portfolio
|
Q1 2025
Reduced 78.13%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
40
shares
|
$116
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
32
shares
|
$92
0.0% of portfolio
|
Q1 2025
Added 146.15%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
10
shares
|
$29
0.0% of portfolio
|
Q1 2025
Reduced 83.87%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
9
shares
|
$26
0.0% of portfolio
|
Q1 2025
Reduced 82.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
8
shares
|
$23
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
7
shares
|
$20
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6
shares
|
$17
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
6
shares
|
$17
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|