Institutional shares held 6.55 Million
4.6K calls
118K puts
Total value of holdings $93.4M
$65K calls
$1.68M puts
# of Institutions 82


Latest Institutional Activity in KBWD

Top Purchases

Q2 2025
Mission Hills Financial Advisory, LLC Shares Held: 649K ($9.13M)
Q2 2025
Gradient Investments LLC Shares Held: 524K ($7.37M)
Q2 2025
Stratos Wealth Partners, Ltd. Shares Held: 10.1K ($142K)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 54.8K ($771K)
Q2 2025
Endowment Wealth Management, Inc. Shares Held: 41.2K ($579K)

Top Sells

Q2 2025
Cullen/Frost Bankers, Inc. Shares Held: 36.9K ($518K)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 16.3K ($229K)
Q2 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 83.9K ($1.18M)
Q2 2025
Koshinski Asset Management, Inc. Shares Held: 18.2K ($256K)
Q1 2025
Ae Wealth Management LLC Shares Held: 1.32K ($18.5K)

About KBWD

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