Institutional shares held 170 Million
0 calls
0 puts
Total value of holdings $5.01B
$0 calls
$0 puts
# of Institutions 436


Latest Institutional Activity in BUFR

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 7.59M ($223M)
Q1 2025
Truist Financial Corp Shares Held: 2.05M ($60.4M)
Q1 2025
Cwm, LLC Shares Held: 4.95M ($146M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.79M ($82.2M)
Q1 2025
Rfg Advisory, LLC Shares Held: 1M ($29.6M)

Top Sells

Q1 2025
Hobart Private Capital, LLC Shares Held: 532K ($15.7M)
Q1 2025
Simpli Fi, Inc. Shares Held: 12.3K ($363K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 231K ($6.81M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 220K ($6.49M)
Q1 2025
Able Financial Group, LLC Shares Held: 55.9K ($1.65M)

About BUFR

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P - Open market or private purchase×
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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×
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