Institutional shares held 8 Million
0 calls
0 puts
Total value of holdings $188M
$0 calls
$0 puts
# of Institutions 90


Latest Institutional Activity in BUFG

Top Purchases

Q1 2025
Transcend Capital Advisors, LLC Shares Held: 50.1K ($1.18M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 45.6K ($1.08M)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 16.6K ($391K)
Q1 2025
Simplicity Wealth,Llc Shares Held: 10K ($236K)
Q1 2025
Rovin Capital Shares Held: 89.9K ($2.12M)

Top Sells

Q1 2025
Centennial Wealth Advisory LLC Shares Held: 542K ($12.8M)
Q1 2025
Black Point Wealth Management Shares Held: 29.8K ($701K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 730K ($17.2M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 49K ($1.15M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 12.9K ($304K)

About BUFG

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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×
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