Institutional shares held 20.1 Million
0 calls
0 puts
Total value of holdings $509M
$0 calls
$0 puts
# of Institutions 191


Latest Institutional Activity in IBMP

Top Purchases

Q4 2025
Sound View Wealth Advisors Group, LLC Shares Held: 183K ($4.64M)
Q4 2025
Assetmark, Inc Shares Held: 71K ($1.8M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 137K ($3.48M)
Q4 2025
Praetorian Wealth Management, Inc. Shares Held: 260K ($6.6M)
Q4 2025
Atwater Malick LLC Shares Held: 93.3K ($2.37M)

Top Sells

Q4 2025
Hengehold Capital Management LLC Shares Held: 16.1K ($407K)
Q4 2025
Spire Wealth Management Shares Held: 4.39K ($111K)
Q4 2025
Woodmont Investment Counsel LLC Shares Held: 49.1K ($1.25M)
Q4 2025
Confluence Investment Management LLC Shares Held: 31.8K ($806K)
Q4 2025
Heartwood Wealth Advisors LLC Shares Held: 768K ($19.5M)

About IBMP

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