Institutional shares held 82 Million
5K calls
0 puts
Total value of holdings $4.04B
$246K calls
$0 puts
# of Institutions 456


Latest Institutional Activity in LMBS

Top Purchases

Q2 2025
Redhawk Wealth Advisors, Inc. Shares Held: 176K ($8.65M)
Q2 2025
Wesbanco Bank Inc Shares Held: 93.4K ($4.6M)
Q2 2025
Vision Point Advisory Group, LLC Shares Held: 24.8K ($1.22M)
Q2 2025
Divergent Planning, LLC Shares Held: 16.5K ($812K)
Q2 2025
Adamsbrown Wealth Consultants LLC Shares Held: 112K ($5.51M)

Top Sells

Q2 2025
Atwood & Palmer Inc Shares Held: 23.7K ($1.17M)
Q2 2025
Prism Advisors, Inc. Shares Held: 263K ($13M)
Q2 2025
First International Bank & Trust Shares Held: 211K ($10.4M)
Q2 2025
Morris Retirement Advisors, LLC Shares Held: 199K ($9.83M)
Q2 2025
Secure Asset Management, LLC Shares Held: 195K ($9.6M)

About LMBS

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