Institutional shares held 30.4 Million
0 calls
0 puts
Total value of holdings $667M
$0 calls
$0 puts
# of Institutions 190


Latest Institutional Activity in IBTJ

Top Purchases

Q4 2025
Brookstone Capital Management Shares Held: 1.73M ($37.9M)
Q4 2025
Mkt Advisors LLC Shares Held: 598K ($13.1M)
Q4 2025
Legacy Private Trust Co. Shares Held: 524K ($11.5M)
Q4 2025
Park Avenue Securities LLC Shares Held: 256K ($5.61M)
Q4 2025
Rebalance, LLC Shares Held: 256K ($5.61M)

Top Sells

Q4 2025
Confluence Investment Management LLC Shares Held: 181K ($3.96M)
Q4 2025
Evexia Wealth LLC Shares Held: 30.3K ($664K)
Q4 2025
Cyr Financial Inc. Shares Held: 15.5K ($339K)
Q4 2025
Old Port Advisors Shares Held: 25K ($548K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 830K ($18.2M)

About IBTJ

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