Institutional shares held 82 Million
5K calls
0 puts
Total value of holdings $3.99B
$243K calls
$0 puts
# of Institutions 451


Latest Institutional Activity in LMBS

Top Purchases

Q1 2025
Morgan Stanley Shares Held: 12.9M ($627M)
Q1 2025
Raymond James Financial Inc Shares Held: 3.41M ($166M)
Q1 2025
High Tower Advisors, LLC Shares Held: 706K ($34.3M)
Q1 2025
Financial Enhancement Group LLC Shares Held: 497K ($24.2M)
Q1 2025
Wells Fargo & Company Shares Held: 5.08M ($247M)

Top Sells

Q1 2025
Condor Capital Management Shares Held: 50.7K ($2.47M)
Q1 2025
Independent Advisor Alliance Shares Held: 123K ($5.99M)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 128K ($6.2M)
Q1 2025
Royal Bank Of Canada Shares Held: 2.61M ($127M)
Q1 2025
Spire Wealth Management Shares Held: 27.1K ($1.32M)

About LMBS

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