Institutional shares held 19.6 Million
800 calls
0 puts
Total value of holdings $2.08B
$84K calls
$0 puts
# of Institutions 95


Latest Institutional Activity in BKLC

Top Purchases

Q1 2025
Rpoa Advisors, Inc. Shares Held: 13M ($1.38B)
Q1 2025
Zhang Financial LLC Shares Held: 282K ($29.8M)
Q1 2025
Sentinel Pension Advisors Inc Shares Held: 836K ($88.4M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 77.7K ($8.22M)
Q1 2025
M&T Bank Corp Shares Held: 7.82K ($827K)

Top Sells

Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 15.8K ($1.67M)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 2.67K ($283K)
Q1 2025
Collective Family Office LLC Shares Held: 10.8K ($1.14M)
Q1 2025
Cerity Partners LLC Shares Held: 3.54K ($375K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.21K ($234K)

About BKLC

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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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