Institutional shares held 48.6 Million
17.2K calls
12.2K puts
Total value of holdings $1.4B
$496K calls
$351K puts
# of Institutions 179


Latest Institutional Activity in SPBO

Top Purchases

Q1 2025
Ameriprise Financial Inc Shares Held: 6.55M ($189M)
Q1 2025
Advisor Resource Council Shares Held: 505K ($14.6M)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 821K ($23.7M)
Q1 2025
Summit Financial Wealth Advisors, LLC Shares Held: 734K ($21.2M)
Q1 2025
Bank Of America Corp Shares Held: 2.63M ($75.9M)

Top Sells

Q1 2025
Adviser Investments LLC Shares Held: 7.6M ($219M)
Q1 2025
Nepc LLC Shares Held: 3.14M ($90.7M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 70.5K ($2.03M)
Q1 2025
Lpl Financial LLC Shares Held: 3.02M ($87.1M)
Q1 2025
Private Advisor Group, LLC Shares Held: 197K ($5.68M)

About SPBO

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