Institutional shares held 4.81 Million
0 calls
0 puts
Total value of holdings $102M
$0 calls
$0 puts
# of Institutions 73


Latest Institutional Activity in BSMU

Top Purchases

Q1 2025
Precedent Wealth Partners, LLC Shares Held: 130K ($2.76M)
Q1 2025
Hills Bank & Trust CO Shares Held: 341K ($7.24M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 100K ($2.14M)
Q1 2025
Midland Wealth Advisors LLC Shares Held: 12.6K ($269K)
Q1 2025
Wingate Wealth Advisors, Inc. Shares Held: 16.1K ($343K)

Top Sells

Q1 2025
Lincoln Capital Corp Shares Held: 18.5K ($393K)
Q1 2025
Confluence Investment Management LLC Shares Held: 249K ($5.29M)
Q1 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 43.9K ($933K)
Q1 2025
Collier Financial Shares Held: 4.12K ($87.7K)
Q1 2025
Global Financial Private Client, LLC Shares Held: 249 ($5.29K)

About BSMU

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P - Open market or private purchase×
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V - Transaction voluntarily reported earlier than required×
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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×
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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×
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