Institutional shares held 58.8 Million
0 calls
0 puts
Total value of holdings $1.35B
$0 calls
$0 puts
# of Institutions 266


Latest Institutional Activity in IBTG

Top Purchases

Q1 2025
Hm Payson & CO Shares Held: 4.71M ($108M)
Q1 2025
Apella Capital, LLC Shares Held: 368K ($8.45M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 878K ($20.2M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 670K ($15.4M)
Q1 2025
Littlejohn Financial Services, Inc. Shares Held: 119K ($2.74M)

Top Sells

Q1 2025
Trust CO Shares Held: 74.6K ($1.71M)
Q1 2025
Gradient Investments LLC Shares Held: 193K ($4.44M)
Q1 2025
Novem Group Shares Held: 32.7K ($751K)
Q1 2025
Stonebridge Financial Group, LLC Shares Held: 379K ($8.69M)
Q1 2025
Central Trust CO Shares Held: 275K ($6.32M)

About IBTG

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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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