Institutional Ownership Immunity Bio, Inc. (IBRX)
This table provides information about the institutional ownership of Immunity Bio, Inc. (IBRX). We have compiled data on the 202 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
115
shares
|
$278
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$242
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
98
shares
|
$237
0.0% of portfolio
|
Q3 2024
Reduced 63.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
50
shares
|
$121
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
42
shares
|
$101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
40
shares
|
$96
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
33
shares
|
$79
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
26
shares
|
$62
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
18
shares
|
$43
0.0% of portfolio
|
Q3 2024
Reduced 68.97%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
17
shares
|
$41
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
16
shares
|
$38
0.0% of portfolio
|
Q3 2024
Reduced 86.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1
shares
|
$2
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|