Institutional shares held 363 Million
180K calls
30.3K puts
Total value of holdings $33.6B
$16.6M calls
$2.8M puts
# of Institutions 1,008


Latest Institutional Activity in MBB

Top Purchases

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 942K ($87.1M)
Q1 2025
Midland Wealth Advisors LLC Shares Held: 1.83M ($169M)
Q1 2025
Stockman Wealth Management, Inc. Shares Held: 298K ($27.6M)
Q1 2025
Merit Financial Group, LLC Shares Held: 1.07M ($99.3M)
Q1 2025
Spectrum Asset Management, Inc. Shares Held: 117K ($10.9M)

Top Sells

Q1 2025
Capital Investment Advisors, LLC Shares Held: 17.3K ($1.6M)
Q1 2025
Park Avenue Securities LLC Shares Held: 1.33M ($123M)
Q1 2025
Insight Wealth Strategies, LLC Shares Held: 42.5K ($3.93M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 1.25M ($116M)
Q1 2025
Pallas Capital Advisors LLC Shares Held: 6.15K ($569K)

About MBB

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P - Open market or private purchase×
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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×
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×
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