Institutional shares held 21.4 Million
0 calls
0 puts
Total value of holdings $671M
$0 calls
$0 puts
# of Institutions 176


Latest Institutional Activity in BALT

Top Purchases

Q1 2025
Kure Advisory, LLC Shares Held: 584K ($18.3M)
Q1 2025
Stratos Wealth Advisors, LLC Shares Held: 350K ($11M)
Q1 2025
Cwm, LLC Shares Held: 463K ($14.6M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.83M ($57.6M)
Q1 2025
Kingsview Wealth Management, LLC Shares Held: 351K ($11M)

Top Sells

Q1 2025
Whipplewood Advisors, LLC Shares Held: 150 ($4.71K)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 11.7K ($368K)
Q1 2025
Sunbelt Securities, Inc. Shares Held: 416K ($13.1M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 105K ($3.31M)
Q1 2025
Trek Financial, LLC Shares Held: 128K ($4.03M)

About BALT

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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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