Institutional shares held 78.5 Million
4K calls
0 puts
Total value of holdings $3.83B
$195K calls
$0 puts
# of Institutions 448


Latest Institutional Activity in LMBS

Top Purchases

Q1 2025
Secure Asset Management, LLC Shares Held: 203K ($9.92M)
Q1 2025
Fairvoy Private Wealth, LLC Shares Held: 307K ($15M)
Q1 2025
Atwood & Palmer Inc Shares Held: 310K ($15.1M)
Q1 2025
Nbc Securities, Inc. Shares Held: 15.9K ($779K)
Q1 2025
Long Run Wealth Advisors, LLC Shares Held: 240K ($11.7M)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 227K ($11.1M)
Q1 2025
Gamma Investing LLC Shares Held: 1.31K ($63.8K)
Q1 2025
River Tree Advisors, LLC Shares Held: 179K ($8.74M)
Q1 2025
Ewg Elevate Inc. Shares Held: 204K ($9.96M)
Q1 2025
Braun Bostich & Associates Inc. Shares Held: 71.9K ($3.51M)

About LMBS

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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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