Institutional shares held 246 Million
23.3K calls
49.1K puts
Total value of holdings $22.6B
$2.13M calls
$4.5M puts
# of Institutions 1,300


Latest Institutional Activity in BIL

Top Purchases

Q4 2025
Capital Investment Advisory Services, LLC Shares Held: 710K ($65M)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 658K ($60.2M)
Q4 2025
Assetmark, Inc Shares Held: 1.46M ($134M)
Q4 2025
Arta Finance Wealth Management LLC Shares Held: 188K ($17.2M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 122K ($11.2M)

Top Sells

Q4 2025
Synergy Asset Management, LLC Shares Held: 576K ($52.8M)
Q4 2025
St. Louis Financial Planners Asset Management, LLC Shares Held: 152K ($14M)
Q4 2025
Howard Capital Management Inc. Shares Held: 703K ($64.4M)
Q4 2025
Capital Asset Advisory Services LLC Shares Held: 544K ($49.8M)
Q4 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 68.3K ($6.26M)

About BIL

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