Institutional shares held 29.1 Million
0 calls
0 puts
Total value of holdings $669M
$0 calls
$0 puts
# of Institutions 142


Latest Institutional Activity in BWX

Top Purchases

Q1 2025
Upper Left Wealth Management, LLC Shares Held: 228K ($5.24M)
Q1 2025
Spartan Planning & Wealth Management Shares Held: 108K ($2.47M)
Q1 2025
Net Worth Advisory Group Shares Held: 357K ($8.2M)
Q1 2025
Quent Capital, LLC Shares Held: 111K ($2.55M)
Q1 2025
Baron Financial Group, LLC Shares Held: 107K ($2.46M)

Top Sells

Q1 2025
Investment Advisory Group, LLC Shares Held: 16.1K ($369K)
Q4 2024
Checchi Capital Advisers, LLC Shares Held: 1.4M ($32.2M)
Q4 2024
Blueprint Investment Partners LLC Shares Held: 193K ($4.44M)
Q4 2024
State Street Corp Shares Held: 122K ($2.79M)
Q4 2024
Morgan Stanley Shares Held: 1.99M ($45.8M)

About BWX

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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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