Institutional shares held 6.15 Million
19.1K calls
0 puts
Total value of holdings $83.3M
$258K calls
$0 puts
# of Institutions 86


Latest Institutional Activity in KBWD

Top Purchases

Q3 2025
Bank Of America Corp Shares Held: 697K ($9.43M)
Q3 2025
Mission Hills Financial Advisory, LLC Shares Held: 746K ($10.1M)
Q3 2025
Thrive Capital Management, LLC Shares Held: 133K ($1.8M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 61.5K ($833K)
Q3 2025
Winnow Wealth LLC Shares Held: 28.6K ($387K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 27.8K ($376K)
Q3 2025
Pnc Financial Services Group, Inc. Shares Held: 9.01K ($122K)
Q3 2025
Ubs Group Ag Shares Held: 106K ($1.44M)
Q3 2025
Cwm, LLC Shares Held: 15.6K ($211K)
Q3 2025
Brookstone Capital Management Shares Held: 20.6K ($279K)

About KBWD

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