Institutional shares held 37.5 Million
1.5K calls
0 puts
Total value of holdings $1.08B
$43K calls
$0 puts
# of Institutions 135


Latest Institutional Activity in SPBO

Top Purchases

Q1 2024
Assetmark, Inc Shares Held: 1.05M ($30.2M)
Q1 2024
Procyon Advisors, LLC Shares Held: 862K ($24.9M)
Q1 2024
Zacks Investment Management Shares Held: 265K ($7.66M)
Q1 2024
Adviser Investments LLC Shares Held: 13M ($374M)
Q1 2024
Bank Of America Corp Shares Held: 2.3M ($66.4M)

Top Sells

Q1 2024
Thrivent Financial For Lutherans Shares Held: 205K ($5.92M)
Q1 2024
Financial Engines Advisors L.L.C. Shares Held: 478K ($13.8M)
Q1 2024
St Germain D J CO Inc Shares Held: 2.72M ($78.4M)
Q1 2024
Advisor Resource Council Shares Held: 28.5K ($822K)
Q1 2024
Jane Street Group, LLC Shares Held: 83K ($2.4M)

About SPBO

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