Institutional shares held 1.9 Million
0 calls
0 puts
Total value of holdings $38.5M
$0 calls
$0 puts
# of Institutions 30


Latest Institutional Activity in MBSD

Top Purchases

Q3 2024
Creative One Wealth, LLC Shares Held: 296K ($6M)
Q3 2024
Sanctuary Advisors, LLC Shares Held: 70.3K ($1.42M)
Q3 2024
Cottonwood Capital Advisors, LLC Shares Held: 285K ($5.78M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 45.5K ($921K)
Q3 2024
Morgan Stanley Shares Held: 143K ($2.89M)

Top Sells

Q3 2024
Boltwood Capital Management Shares Held: 417K ($8.45M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 3.35K ($67.9K)
Q3 2024
Lpl Financial LLC Shares Held: 13.8K ($279K)
Q3 2024
Trivant Custom Portfolio Group, LLC Shares Held: 285K ($5.77M)
Q3 2024
Ever Source Wealth Advisors, LLC Shares Held: 1.2K ($24.3K)

About MBSD

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