Institutional shares held 79 Million
4K calls
0 puts
Total value of holdings $3.88B
$196K calls
$0 puts
# of Institutions 442


Latest Institutional Activity in LMBS

Top Purchases

Q1 2025
Financial Enhancement Group LLC Shares Held: 497K ($24.4M)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 279K ($13.7M)
Q1 2025
Mutual Advisors, LLC Shares Held: 157K ($7.7M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 104K ($5.08M)
Q1 2025
Aaron Wealth Advisors LLC Shares Held: 352K ($17.3M)

Top Sells

Q1 2025
Spire Wealth Management Shares Held: 27.1K ($1.33M)
Q1 2025
Clear Creek Financial Management, LLC Shares Held: 195K ($9.55M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 227K ($11.2M)
Q1 2025
Gamma Investing LLC Shares Held: 1.31K ($64.1K)
Q1 2025
River Tree Advisors, LLC Shares Held: 179K ($8.78M)

About LMBS

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
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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×
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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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