Institutional shares held 18.5 Million
0 calls
0 puts
Total value of holdings $473M
$0 calls
$0 puts
# of Institutions 201


Latest Institutional Activity in IBMO

Top Purchases

Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 216K ($5.52M)
Q4 2025
Assetmark, Inc Shares Held: 95.2K ($2.44M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 146K ($3.75M)
Q4 2025
Quantum Financial Advisors, LLC Shares Held: 209K ($5.35M)
Q4 2025
Brookstone Capital Management Shares Held: 32.6K ($836K)

Top Sells

Q4 2025
Confluence Investment Management LLC Shares Held: 12.9K ($330K)
Q4 2025
Crews Bank & Trust Shares Held: 32.6K ($834K)
Q4 2025
Kathmere Capital Management, LLC Shares Held: 472K ($12.1M)
Q4 2025
Signature Wealth Management Group Shares Held: 57.6K ($1.48M)
Q4 2025
Lantz Financial LLC Shares Held: 42.6K ($1.09M)

About IBMO

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