Institutional shares held 196,621
0 calls
0 puts
Total value of holdings $11M
$0 calls
$0 puts
# of Institutions 35


Latest Institutional Activity in KBWR

Top Purchases

Q4 2024
Susquehanna International Group, LLP Shares Held: 12.3K ($630K)
Q4 2024
Bank Of America Corp Shares Held: 37.6K ($1.93M)
Q4 2024
Two Sigma Securities, LLC Shares Held: 3.71K ($190K)
Q4 2024
Tru North Capital Management, LLC Shares Held: 2.4K ($123K)
Q4 2024
Meritage Portfolio Management Shares Held: 10.2K ($522K)

Top Sells

Q4 2024
Advisor Group Holdings, Inc. Shares Held: 17.5K ($900K)
Q4 2024
Ubs Group Ag Shares Held: 1.61K ($82.5K)
Q4 2024
Iht Wealth Management, LLC Shares Held: 3.48K ($178K)
Q4 2024
Pnc Financial Services Group, Inc. Shares Held: 1.26K ($64.8K)
Q4 2024
Wells Fargo & Company Shares Held: 0 ($0)

About KBWR

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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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