Institutional shares held 2.41 Million
0 calls
0 puts
Total value of holdings $298M
$0 calls
$0 puts
# of Institutions 72


Latest Institutional Activity in KBWP

Top Purchases

Q4 2025
Sound Income Strategies, LLC Shares Held: 1.31K ($162K)
Q4 2025
Focus Financial Network, Inc. Shares Held: 23.3K ($2.88M)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 470 ($58.1K)
Q4 2025
Advisor Net Financial, Inc Shares Held: 620 ($76.7K)
Q3 2025
Kingsview Wealth Management, LLC Shares Held: 134K ($16.5M)

Top Sells

Q4 2025
Elevate Capital Advisors, LLC Shares Held: 3.61K ($446K)
Q4 2025
Stegent Equity Advisors, Inc. Shares Held: 5.05K ($624K)
Q3 2025
Bank Of America Corp Shares Held: 20.9K ($2.59M)
Q3 2025
Lpl Financial LLC Shares Held: 260K ($32.2M)
Q3 2025
Morgan Stanley Shares Held: 129K ($15.9M)

About KBWP

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