Institutional shares held 32.2 Million
0 calls
0 puts
Total value of holdings $715M
$0 calls
$0 puts
# of Institutions 196


Latest Institutional Activity in IBTH

Top Purchases

Q3 2024
Hm Payson & CO Shares Held: 551K ($12.2M)
Q3 2024
Integrated Wealth Concepts LLC Shares Held: 812K ($18M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 868K ($19.3M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 363K ($8.05M)
Q3 2024
Northwestern Mutual Wealth Management CO Shares Held: 569K ($12.6M)

Top Sells

Q3 2024
Globalt Investments LLC / Ga Shares Held: 3.05M ($67.8M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 546K ($12.1M)
Q3 2024
Asset Dedication, LLC Shares Held: 115K ($2.55M)
Q3 2024
Beverly Hills Private Wealth, LLC Shares Held: 38K ($845K)
Q3 2024
Steward Partners Investment Advisory, LLC Shares Held: 387K ($8.6M)

About IBTH

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