Institutional shares held 6.53 Million
1.2K calls
33.2K puts
Total value of holdings $85.8M
$15K calls
$436K puts
# of Institutions 91


Latest Institutional Activity in KBWD

Top Purchases

Q1 2025
True Mark Investments, LLC Shares Held: 280K ($3.78M)
Q1 2025
Mission Hills Financial Advisory, LLC Shares Held: 528K ($7.12M)
Q1 2025
Gradient Investments LLC Shares Held: 484K ($6.52M)
Q1 2025
Kingswood Wealth Advisors, LLC Shares Held: 28.7K ($387K)
Q1 2025
Good Life Advisors, LLC Shares Held: 18.7K ($252K)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 17.3K ($233K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 106K ($1.43M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 9.46K ($128K)
Q1 2025
Koshinski Asset Management, Inc. Shares Held: 18.3K ($246K)
Q4 2024
Pnc Financial Services Group, Inc. Shares Held: 93.9K ($1.27M)

About KBWD

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