Institutional shares held 7.94 Million
0 calls
0 puts
Total value of holdings $178M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in IBTM

Top Purchases

Q4 2024
Stratos Wealth Partners, Ltd. Shares Held: 647K ($14.4M)
Q4 2024
Yoder Wealth Management, Inc. Shares Held: 36.6K ($818K)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 10.2K ($228K)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 8.73K ($195K)
Q4 2024
Confluence Investment Management LLC Shares Held: 426K ($9.52M)

Top Sells

Q4 2024
Krilogy Financial LLC Shares Held: 1.62M ($36.2M)
Q4 2024
Truist Financial Corp Shares Held: 327K ($7.31M)
Q4 2024
Park Avenue Securities LLC Shares Held: 200K ($4.47M)
Q4 2024
James Investment Research Inc Shares Held: 173K ($3.87M)
Q4 2024
Mendota Financial Group, LLC Shares Held: 15.9K ($354K)

About IBTM

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