Institutional shares held 599,024
0 calls
0 puts
Total value of holdings $12.1M
$0 calls
$0 puts
# of Institutions 12


Latest Institutional Activity in BCIM

Top Purchases

Q1 2025
Leavell Investment Management, Inc. Shares Held: 24.6K ($496K)
Q4 2024
Leo Wealth, LLC Shares Held: 78.9K ($1.59M)
Q4 2024
Bank Of America Corp Shares Held: 1.17K ($23.5K)
Q4 2024
Morgan Stanley Shares Held: 1 ($20.1)
Q4 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

Top Sells

Q1 2025
Allworth Financial LP Shares Held: 45.9K ($923K)
Q4 2024
Jane Street Group, LLC Shares Held: 18.2K ($367K)
Q4 2024
Advisory Alpha, LLC Shares Held: 11.4K ($230K)
Q4 2024
Columbus Macro, LLC Shares Held: 36K ($725K)
Q3 2024
Bank Of Montreal Shares Held: 18.7K ($376K)

About BCIM

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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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