Institutional shares held 58.8 Million
0 calls
0 puts
Total value of holdings $1.35B
$0 calls
$0 puts
# of Institutions 266


Latest Institutional Activity in IBTG

Top Purchases

Q1 2025
Hm Payson & CO Shares Held: 4.71M ($108M)
Q1 2025
Apella Capital, LLC Shares Held: 368K ($8.45M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 878K ($20.2M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 670K ($15.4M)
Q1 2025
Littlejohn Financial Services, Inc. Shares Held: 119K ($2.74M)

Top Sells

Q1 2025
Trust CO Shares Held: 74.6K ($1.71M)
Q1 2025
Gradient Investments LLC Shares Held: 193K ($4.44M)
Q1 2025
Novem Group Shares Held: 32.7K ($751K)
Q1 2025
Cerity Partners LLC Shares Held: 20.4K ($467K)
Q1 2025
Stonebridge Financial Group, LLC Shares Held: 379K ($8.69M)

About IBTG

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