Institutional shares held 2.63 Million
0 calls
0 puts
Total value of holdings $317M
$0 calls
$0 puts
# of Institutions 73


Latest Institutional Activity in KBWP

Top Purchases

Q3 2025
Outlook Wealth Advisors, LLC Shares Held: 8.4K ($1.01M)
Q3 2025
Elevate Capital Advisors, LLC Shares Held: 28.4K ($3.42M)
Q3 2025
Focus Financial Network, Inc. Shares Held: 22.4K ($2.69M)
Q3 2025
Nilsine Partners, LLC Shares Held: 10.1K ($1.22M)
Q3 2025
Ronald Blue Trust, Inc. Shares Held: 10 ($1.2K)

Top Sells

Q3 2025
First National Corp Shares Held: 23K ($2.77M)
Q3 2025
Stegent Equity Advisors, Inc. Shares Held: 16.9K ($2.03M)
Q3 2025
Williams & Novak, LLC Shares Held: 2K ($241K)
Q3 2025
Carr Financial Group Corp Shares Held: 2.46K ($296K)
Q3 2025
Hennion & Walsh Asset Management, Inc. Shares Held: 2.4K ($289K)

About KBWP

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