Institutional shares held 46.8 Million
0 calls
0 puts
Total value of holdings $1.3B
$0 calls
$0 puts
# of Institutions 196


Latest Institutional Activity in BUFD

Top Purchases

Q4 2025
Capital Asset Advisory Services LLC Shares Held: 804K ($22.3M)
Q4 2025
Edge Rock Capital LLC Shares Held: 27.5K ($765K)
Q4 2025
Brookstone Capital Management Shares Held: 819K ($22.8M)
Q4 2025
Centennial Wealth Advisory LLC Shares Held: 1.86M ($51.6M)
Q4 2025
Maridea Wealth Management LLC Shares Held: 62.7K ($1.74M)

Top Sells

Q4 2025
Ergawealth Advisors, Inc. Shares Held: 35.1K ($976K)
Q4 2025
Santori & Peters, Inc. Shares Held: 371K ($10.3M)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 405K ($11.3M)
Q4 2025
Cooper Financial Group Shares Held: 15.8K ($439K)
Q4 2025
Castleview Partners, LLC Shares Held: 20.4K ($567K)

About BUFD

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