Institutional shares held 18.1 Million
0 calls
200 puts
Total value of holdings $376M
$0 calls
$4K puts
# of Institutions 86


Latest Institutional Activity in BTAL

Top Purchases

Q1 2025
Farther Finance Advisors, LLC Shares Held: 9.12K ($190K)
Q1 2025
Sound Income Strategies, LLC Shares Held: 4.04K ($84.3K)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 23.3K ($485K)
Q1 2025
Magnolia Private Wealth, LLC Shares Held: 18.6K ($388K)
Q4 2024
Advisory Services Network, LLC Shares Held: 240K ($5M)

Top Sells

Q1 2025
Defined Financial Planning LLC Shares Held: 30.6K ($638K)
Q4 2024
Kovitz Investment Group Partners, LLC Shares Held: 1.22M ($25.3M)
Q4 2024
Cibc World Market Inc. Shares Held: 17.2K ($359K)
Q4 2024
Jane Street Group, LLC Shares Held: 59.4K ($1.24M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 62.5K ($1.3M)

About BTAL

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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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