Institutional shares held 1.07 Million
0 calls
0 puts
Total value of holdings $170M
$0 calls
$0 puts
# of Institutions 126


Latest Institutional Activity in BBH

Top Purchases

Q4 2024
Td Waterhouse Canada Inc. Shares Held: 63.6K ($10.1M)
Q4 2024
Bank Of America Corp Shares Held: 86.5K ($13.7M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 24.4K ($3.86M)
Q4 2024
Raymond James Financial Inc Shares Held: 21.5K ($3.41M)
Q4 2024
Morgan Stanley Shares Held: 91.6K ($14.5M)

Top Sells

Q1 2025
Pacific Sun Financial Corp Shares Held: 4.82K ($764K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 121 ($19.2K)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 1.35K ($214K)
Q1 2025
Umb Bank, N.A. Shares Held: 900 ($143K)
Q4 2024
Citadel Advisors LLC Shares Held: 5.78K ($915K)

About BBH

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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