Institutional shares held 31.5 Million
40.2K calls
3.8K puts
Total value of holdings $1.9B
$2.43M calls
$230K puts
# of Institutions 228


Latest Institutional Activity in KBWB

Top Purchases

Q1 2025
Harel Insurance Investments & Financial Services Ltd. Shares Held: 2.27M ($138M)
Q1 2025
Summit Trail Advisors, LLC Shares Held: 673K ($40.7M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 78.4K ($4.75M)
Q1 2025
Principal Financial Group Inc Shares Held: 71.8K ($4.35M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 147K ($8.87M)

Top Sells

Q1 2025
Ledyard National Bank Shares Held: 281K ($17M)
Q1 2025
Good Life Advisors, LLC Shares Held: 62.5K ($3.78M)
Q1 2025
Sanibel Captiva Trust Company, Inc. Shares Held: 5.12K ($310K)
Q1 2025
Financial Advocates Investment Management Shares Held: 30.1K ($1.82M)
Q1 2025
Rockland Trust CO Shares Held: 16.6K ($1M)

About KBWB

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