Institutional shares held 31.1 Million
0 calls
0 puts
Total value of holdings $682M
$0 calls
$0 puts
# of Institutions 193


Latest Institutional Activity in IBTJ

Top Purchases

Q4 2025
Brookstone Capital Management Shares Held: 1.73M ($37.9M)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 496K ($10.9M)
Q4 2025
Bip Wealth, LLC Shares Held: 184K ($4.05M)
Q4 2025
Mkt Advisors LLC Shares Held: 598K ($13.1M)
Q4 2025
Legacy Private Trust Co. Shares Held: 524K ($11.5M)

Top Sells

Q4 2025
Confluence Investment Management LLC Shares Held: 181K ($3.96M)
Q4 2025
Evexia Wealth LLC Shares Held: 30.3K ($664K)
Q4 2025
Crews Bank & Trust Shares Held: 13.6K ($298K)
Q4 2025
Cyr Financial Inc. Shares Held: 15.5K ($339K)
Q4 2025
Old Port Advisors Shares Held: 25K ($548K)

About IBTJ

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