Institutional shares held 3.45 Million
0 calls
0 puts
Total value of holdings $397M
$0 calls
$0 puts
# of Institutions 74


Latest Institutional Activity in KBWP

Top Purchases

Q4 2024
Kingsview Wealth Management, LLC Shares Held: 97.1K ($11.2M)
Q4 2024
Pcg Wealth Advisors, LLC Shares Held: 14.1K ($1.62M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 13.3K ($1.53M)
Q4 2024
Elevate Capital Advisors, LLC Shares Held: 11.2K ($1.29M)
Q4 2024
Fifth Third Securities, Inc. Shares Held: 11.6K ($1.33M)

Top Sells

Q4 2024
First National Corp Shares Held: 37.2K ($4.29M)
Q4 2024
Mutual Advisors, LLC Shares Held: 69.8K ($8.04M)
Q4 2024
Focus Financial Network, Inc. Shares Held: 19.6K ($2.26M)
Q4 2024
Nilsine Partners, LLC Shares Held: 15.2K ($1.75M)
Q3 2024
Fortis Group Advisors, LLC Shares Held: 1.75K ($202K)

About KBWP

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