Institutional shares held 359 Million
180K calls
30.3K puts
Total value of holdings $33.6B
$16.9M calls
$2.84M puts
# of Institutions 1,020


Latest Institutional Activity in MBB

Top Purchases

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 942K ($88.3M)
Q1 2025
Bessemer Group Inc Shares Held: 1.4M ($131M)
Q1 2025
Midland Wealth Advisors LLC Shares Held: 1.83M ($171M)
Q1 2025
Argi Investment Services, LLC Shares Held: 322K ($30.2M)
Q1 2025
Stockman Wealth Management, Inc. Shares Held: 298K ($28M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 26.6M ($2.5B)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.08M ($195M)
Q1 2025
Quotient Wealth Partners, LLC Shares Held: 1.46M ($137M)
Q1 2025
Dynasty Wealth Management, LLC Shares Held: 1.52M ($143M)
Q1 2025
Allworth Financial LP Shares Held: 3.05M ($286M)

About MBB

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