Institutional shares held 5.42 Million
0 calls
0 puts
Total value of holdings $122M
$0 calls
$0 puts
# of Institutions 90


Latest Institutional Activity in BSMT

Top Purchases

Q1 2025
Central Valley Advisors, LLC Shares Held: 191K ($4.29M)
Q1 2025
Confluence Investment Management LLC Shares Held: 235K ($5.28M)
Q1 2025
Precedent Wealth Partners, LLC Shares Held: 109K ($2.45M)
Q1 2025
Sentinel Pension Advisors Inc Shares Held: 29.5K ($662K)
Q1 2025
Sterling Financial Group, Inc. Shares Held: 93K ($2.09M)

Top Sells

Q4 2024
Wells Fargo & Company Shares Held: 448K ($10.1M)
Q4 2024
Ff Advisors,Llc Shares Held: 15.6K ($351K)
Q4 2024
Savant Capital, LLC Shares Held: 10.9K ($245K)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 73.6K ($1.65M)
Q4 2024
Royal Bank Of Canada Shares Held: 9.32K ($209K)

About BSMT

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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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