Institutional shares held 2.1 Million
0 calls
0 puts
Total value of holdings $252M
$0 calls
$0 puts
# of Institutions 73


Latest Institutional Activity in KBWP

Top Purchases

Q2 2025
Buska Wealth Management, LLC Shares Held: 35.4K ($4.24M)
Q2 2025
First National Corp Shares Held: 42.3K ($5.07M)
Q2 2025
Elevate Capital Advisors, LLC Shares Held: 24.1K ($2.89M)
Q2 2025
Williams & Novak, LLC Shares Held: 6.82K ($818K)
Q2 2025
Davenport & CO LLC Shares Held: 14.5K ($1.74M)

Top Sells

Q2 2025
Advisor Net Financial, Inc Shares Held: 616 ($73.9K)
Q2 2025
Fifth Third Securities, Inc. Shares Held: 5.61K ($672K)
Q2 2025
Belpointe Asset Management LLC Shares Held: 4.15K ($498K)
Q1 2025
High Tower Advisors, LLC Shares Held: 1.68K ($201K)
Q1 2025
Raymond James Financial Inc Shares Held: 35.8K ($4.29M)

About KBWP

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