There is a long list of 113 institutional holders of IBMP within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IBMP by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IBMP table below, the initial column indicates the name of each top institutional holder of IBMP, with a link to that fund's top holdings. The next columns indicate the amount of IBMP stock held by each of the institutional holders of IBMP, followed by the IBMP position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 1,285,516 | $32,671 | 12/31/2023 |
IBMP | 1,285,516 | $32,671 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 858,717 | $21,824 | 12/31/2023 |
IBMP | 858,717 | $21,824 | 12/31/2023 |
Envestnet Asset Management Inc. | 792,297 | $20,136 | 12/31/2023 |
IBMP | 792,297 | $20,136 | 12/31/2023 |
US Bancorp DE | 781,446 | $19,860 | 12/31/2023 |
IBMP | 781,446 | $19,860 | 12/31/2023 |
HighTower Advisors LLC | 710,886 | $18,065 | 12/31/2023 |
IBMP | 710,886 | $18,065 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 694,373 | $17,647 | 12/31/2023 |
IBMP | 694,373 | $17,647 | 12/31/2023 |
Wells Fargo & Company MN | 677,081 | $17,208 | 12/31/2023 |
IBMP | 677,081 | $17,208 | 12/31/2023 |
Kathmere Capital Management LLC | 668,607 | $16,829 | 03/31/2024 |
IBMP | 668,607 | $16,829 | 03/31/2024 |
Heartwood Wealth Advisors LLC | 663,399 | $16,698 | 03/31/2024 |
IBMP | 663,399 | $16,698 | 03/31/2024 |
Morgan Stanley | 462,224 | $11,747 | 12/31/2023 |
IBMP | 462,224 | $11,747 | 12/31/2023 |
Hengehold Capital Management LLC | 403,583 | $10,158 | 03/31/2024 |
IBMP | 403,583 | $10,158 | 03/31/2024 |
GWM Advisors LLC | 360,361 | $9,147 | 12/31/2023 |
IBMP | 360,361 | $9,147 | 12/31/2023 |
UBS Group AG | 351,797 | $8,941 | 12/31/2023 |
IBMP | 351,797 | $8,941 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 348,973 | $8,784 | 03/31/2024 |
IBMP | 348,973 | $8,784 | 03/31/2024 |
Hills Bank & Trust Co | 291,068 | $7,397 | 12/31/2023 |
IBMP | 291,068 | $7,397 | 12/31/2023 |
Praetorian Wealth Management Inc. | 253,991 | $6,393 | 03/31/2024 |
IBMP | 253,991 | $6,393 | 03/31/2024 |
Crumly & Associates Inc. | 240,269 | $6,048 | 03/31/2024 |
IBMP | 240,269 | $6,048 | 03/31/2024 |
Goldman Sachs Group Inc. | 199,543 | $5,071 | 12/31/2023 |
IBMP | 199,543 | $5,071 | 12/31/2023 |
LPL Financial LLC | 162,514 | $4,130 | 12/31/2023 |
IBMP | 162,514 | $4,130 | 12/31/2023 |
Paradiem LLC | 160,410 | $4,038 | 03/31/2024 |
IBMP | 160,410 | $4,038 | 03/31/2024 |
Lbmc Investment Advisors LLC | 157,191 | $3,956 | 03/31/2024 |
IBMP | 157,191 | $3,956 | 03/31/2024 |
Gateway Advisory LLC | 134,652 | $3,422 | 12/31/2023 |
IBMP | 134,652 | $3,422 | 12/31/2023 |
Spire Wealth Management | 129,622 | $3,263 | 03/31/2024 |
IBMP | 129,622 | $3,263 | 03/31/2024 |
Quantum Financial Advisors LLC | 122,049 | $3,072 | 03/31/2024 |
IBMP | 122,049 | $3,072 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 120,693 | $3,067 | 12/31/2023 |
IBMP | 120,693 | $3,067 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 110,952 | $2,793 | 03/31/2024 |
IBMP | 110,952 | $2,793 | 03/31/2024 |
Sound View Wealth Advisors Group LLC | 109,875 | $2,792 | 12/31/2023 |
IBMP | 109,875 | $2,792 | 12/31/2023 |
United Capital Financial Advisers LLC | 108,923 | $2,768 | 12/31/2023 |
IBMP | 108,923 | $2,768 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 102,406 | $2,603 | 12/31/2023 |
IBMP | 102,406 | $2,603 | 12/31/2023 |
CENTRAL TRUST Co | 96,698 | $2,434 | 03/31/2024 |
IBMP | 96,698 | $2,434 | 03/31/2024 |
Royal Bank of Canada | 89,857 | $2,284 | 12/31/2023 |
IBMP | 89,857 | $2,284 | 12/31/2023 |
Newman Dignan & Sheerar Inc. | 65,297 | $1,644 | 03/31/2024 |
IBMP | 65,297 | $1,644 | 03/31/2024 |
Raymond James & Associates | 65,104 | $1,639 | 03/31/2024 |
IBMP | 65,104 | $1,639 | 03/31/2024 |
Envision Financial Planning LLC | 64,650 | $1,627 | 03/31/2024 |
IBMP | 64,650 | $1,627 | 03/31/2024 |
Klingman & Associates LLC | 58,633 | $1,476 | 03/31/2024 |
IBMP | 58,633 | $1,476 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 55,932 | $1,408 | 03/31/2024 |
IBMP | 55,932 | $1,408 | 03/31/2024 |
Commonwealth Equity Services LLC | 54,865 | $1,381 | 03/31/2024 |
IBMP | 54,865 | $1,381 | 03/31/2024 |
Integrated Wealth Concepts LLC | 53,607 | $1,362 | 12/31/2023 |
IBMP | 53,607 | $1,362 | 12/31/2023 |
Droms Strauss Advisors Inc. MO ADV | 52,364 | $1,331 | 12/31/2023 |
IBMP | 52,364 | $1,331 | 12/31/2023 |
Blue Square Asset Management LLC | 51,718 | $1,314 | 12/31/2023 |
IBMP | 51,718 | $1,314 | 12/31/2023 |
Signature Wealth Management Group | 50,317 | $1,257 | 03/31/2024 |
IBMP | 50,317 | $1,257 | 03/31/2024 |
Woodmont Investment Counsel LLC | 49,784 | $1,253 | 03/31/2024 |
IBMP | 49,784 | $1,253 | 03/31/2024 |
Atwater Malick LLC | 47,844 | $1,204 | 03/31/2024 |
IBMP | 47,844 | $1,204 | 03/31/2024 |
Sentinel Pension Advisors Inc. | 46,460 | $1,181 | 12/31/2023 |
IBMP | 46,460 | $1,181 | 12/31/2023 |
CFS Investment Advisory Services LLC | 45,632 | $1,160 | 12/31/2023 |
IBMP | 45,632 | $1,160 | 12/31/2023 |
Phillips Financial Management LLC | 44,996 | $1,133 | 03/31/2024 |
IBMP | 44,996 | $1,133 | 03/31/2024 |
Personal Resources Investment & Strategic Management Inc. | 44,715 | $1,125 | 03/31/2024 |
IBMP | 44,715 | $1,125 | 03/31/2024 |
Lincoln National Corp | 43,037 | $1,083 | 03/31/2024 |
IBMP | 43,037 | $1,083 | 03/31/2024 |
Sandy Spring Bank | 38,745 | $985 | 12/31/2023 |
IBMP | 38,745 | $985 | 12/31/2023 |
Regions Financial Corp | 38,209 | $962 | 03/31/2024 |
IBMP | 38,209 | $962 | 03/31/2024 |
See All: Funds Holding IBMP
See Details: Top 10 Hedge Funds Holding IBMP
Also See: IBMP Holdings Changes
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