Institutional shares held 1.61 Million
0 calls
0 puts
Total value of holdings $42.7M
$0 calls
$0 puts
# of Institutions 13


Latest Institutional Activity in WBIF

Top Purchases

Q4 2024
Maridea Wealth Management LLC Shares Held: 549K ($14.7M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 32.3K ($866K)
Q4 2024
Citadel Advisors LLC Shares Held: 27.4K ($737K)
Q4 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q4 2022
Bank Of New York Mellon Corp Shares Held: 14K ($376K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 139K ($3.74M)
Q4 2024
Wbi Investments, Inc. Shares Held: 647K ($17.4M)
Q4 2024
Cetera Investment Advisers Shares Held: 51.4K ($1.38M)
Q4 2024
Householder Group Estate & Retirement Specialist, LLC Shares Held: 887 ($23.8K)
Q4 2024
Lpl Financial LLC Shares Held: 65.3K ($1.75M)

About WBIF

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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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