Institutional shares held 46.7 Million
0 calls
0 puts
Total value of holdings $1.3B
$0 calls
$0 puts
# of Institutions 193


Latest Institutional Activity in BUFD

Top Purchases

Q4 2025
Capital Asset Advisory Services LLC Shares Held: 804K ($22.3M)
Q4 2025
Maridea Wealth Management LLC Shares Held: 62.7K ($1.74M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 29K ($805K)
Q4 2025
Precedent Wealth Partners, LLC Shares Held: 97.2K ($2.7M)
Q3 2025
Lpl Financial LLC Shares Held: 9.33M ($259M)

Top Sells

Q4 2025
Cooper Financial Group Shares Held: 15.8K ($439K)
Q3 2025
Kestra Private Wealth Services, LLC Shares Held: 573K ($15.9M)
Q3 2025
Integrity Financial Corp Shares Held: 94K ($2.61M)
Q3 2025
Atlas Private Wealth Advisors Shares Held: 91.2K ($2.53M)
Q3 2025
New Edge Advisors, LLC Shares Held: 366K ($10.2M)

About BUFD

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