Institutional shares held 89.9 Million
5K calls
0 puts
Total value of holdings $4.49B
$249K calls
$0 puts
# of Institutions 455


Latest Institutional Activity in LMBS

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 11.6M ($580M)
Q3 2025
Cetera Investment Advisers Shares Held: 2.44M ($122M)
Q3 2025
Mount Yale Investment Advisors, LLC Shares Held: 449K ($22.5M)
Q3 2025
Morgan Stanley Shares Held: 13.8M ($690M)
Q3 2025
Wells Fargo & Company Shares Held: 5.43M ($272M)

Top Sells

Q3 2025
Ubs Group Ag Shares Held: 4.63M ($231M)
Q3 2025
First Heartland Consultants, Inc. Shares Held: 5.05K ($252K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 85.5K ($4.27M)
Q3 2025
Renaissance Technologies LLC Shares Held: 170K ($8.48M)
Q3 2025
Ameritas Advisory Services, LLC Shares Held: 76.9K ($3.84M)

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