Institutional shares held 6.25 Million
0 calls
0 puts
Total value of holdings $295M
$0 calls
$0 puts
# of Institutions 53


Latest Institutional Activity in BKHY

Top Purchases

Q1 2025
Wright Fund Management, LLC Shares Held: 175K ($8.24M)
Q1 2025
Heritage Oak Wealth Advisors LLC Shares Held: 51.6K ($2.43M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 21.2K ($1M)
Q1 2025
Financial Gravity Asset Management, Inc. Shares Held: 14 ($660)
Q4 2024
Integrated Wealth Concepts LLC Shares Held: 78.2K ($3.69M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 143K ($6.73M)
Q1 2025
Rpoa Advisors, Inc. Shares Held: 4.89M ($230M)
Q1 2025
World Equity Group, Inc. Shares Held: 29.8K ($1.4M)
Q1 2025
Sunbelt Securities, Inc. Shares Held: 7.12K ($336K)
Q1 2025
Fulcrum Equity Management Shares Held: 9.3K ($438K)

About BKHY

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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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