Institutional shares held 77.4 Million
0 calls
0 puts
Total value of holdings $1.63B
$0 calls
$0 puts
# of Institutions 253


Latest Institutional Activity in IBDW

Top Purchases

Q4 2025
Pfg Private Wealth Management, LLC Shares Held: 600K ($12.6M)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 3.65M ($76.9M)
Q4 2025
Woodmont Investment Counsel LLC Shares Held: 814K ($17.2M)
Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 1.12M ($23.6M)
Q4 2025
Whalen Wealth Management Inc. Shares Held: 161K ($3.41M)

Top Sells

Q4 2025
Garrett Investment Advisors LLC Shares Held: 30.4K ($641K)
Q4 2025
Princeton Global Asset Management LLC Shares Held: 8.26K ($174K)
Q4 2025
Wilkins Miller Wealth Management, LLC Shares Held: 216K ($4.56M)
Q4 2025
Lincoln Capital Corp Shares Held: 11.9K ($250K)
Q4 2025
Signature Wealth Management Group Shares Held: 211K ($4.45M)

About IBDW

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