BTO (BTO) Insider Trading
Over the last 3 months, BTO insiders made 1 open-market buy and 0 sales, a net purchase of $7K (SEC Form 4). Over the last 6 months, 59 institutions increased and 39 reduced their position (13F).
Insider Activity
Sentiment
100/100
Buys (3m)
1
Sells (3m)
0
Net (3m)
$7.5K
Insiders buying
Insider trades by month Buys Sells
May
Jul
ContextInstitutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 22, 2026 | Bacic William Kother: Trustee of the Fund | Buy | 184 | $40.62 |
| May 7, 2026 | Hurtsellers Christinedirector | Buy | 163 | $37.38 |
| May 7, 2026 | Hurtsellers Christinedirector | Buy | 156 | $37.38 |
| May 7, 2026 | Hurtsellers Christinedirector | Buy | 2 | $37.38 |
| May 7, 2026 | Hurtsellers Christinedirector | Buy | 0 | $37.48 |
Source: BTO SEC Form 4 filings, latest Jul 22, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their BTO positions over the last 6 months (SEC Form 13F).
Increased
59
New positions
22
Reduced
39
Sold out
5
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| MORGAN STANLEY | Increased | 1.3M | Aug 13, 2026 |
| MORGAN STANLEY | Reduced | 1.2M | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | Reduced | 653K | Jul 8, 2026 |
| WELLS FARGO & COMPANY/MN | Reduced | 647K | Aug 14, 2026 |
| Z3 Capital Partners, LLC | Increased | 411K | Jul 28, 2026 |
| Z3 Capital Partners, LLC | Increased | 409K | May 7, 2026 |
| ROYAL BANK OF CANADA | Increased | 270K | Aug 14, 2026 |
| ROYAL BANK OF CANADA | Increased | 268K | May 15, 2026 |
| JANNEY MONTGOMERY SCOTT LLC | Reduced | 193K | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | Increased | 178K | May 14, 2026 |
| Janney Montgomery Scott LLC | Reduced | 177K | Aug 5, 2026 |
| RAYMOND JAMES FINANCIAL INC | Reduced | 173K | Aug 14, 2026 |
| LPL Financial LLC | Increased | 130K | Aug 7, 2026 |
| LPL FINANCIAL LLC | Reduced | 128K | May 6, 2026 |
| STIFEL FINANCIAL CORP | Increased | 102K | May 12, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.