Institutional shares held 3.07 Million
0 calls
0 puts
Total value of holdings $62.9M
$0 calls
$0 puts
# of Institutions 32


Latest Institutional Activity in MBSD

Top Purchases

Q1 2025
Trivant Custom Portfolio Group, LLC Shares Held: 309K ($6.36M)
Q1 2025
Cottonwood Capital Advisors, LLC Shares Held: 331K ($6.8M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 17.7K ($365K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 93K ($1.91M)
Q1 2025
Creative Financial Designs Inc Shares Held: 1.56K ($32.1K)

Top Sells

Q1 2025
Boltwood Capital Management Shares Held: 389K ($8M)
Q1 2025
Nbt Bank N A Shares Held: 5.06K ($104K)
Q1 2025
Psi Advisors, LLC Shares Held: 1.23K ($25.3K)
Q4 2024
Susquehanna International Group, LLP Shares Held: 14.1K ($290K)
Q4 2024
Creative One Wealth, LLC Shares Held: 292K ($5.99M)

About MBSD

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