Institutional shares held 2.56 Million
0 calls
0 puts
Total value of holdings $307M
$0 calls
$0 puts
# of Institutions 81


Latest Institutional Activity in KBWP

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 123K ($14.7M)
Q4 2024
Lpl Financial LLC Shares Held: 179K ($21.5M)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 97.1K ($11.6M)
Q4 2024
Morgan Stanley Shares Held: 108K ($13M)
Q4 2024
Pcg Wealth Advisors, LLC Shares Held: 14.1K ($1.69M)

Top Sells

Q4 2024
First National Corp Shares Held: 37.2K ($4.47M)
Q4 2024
Two Sigma Investments, LP Shares Held: 16.8K ($2.02M)
Q4 2024
Ameriprise Financial Inc Shares Held: 41.2K ($4.94M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 6.9K ($828K)
Q4 2024
Virtue Capital Management, LLC Shares Held: 1.97K ($236K)

About KBWP

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