9 institutions reported holding $83,294 of NW Biotherapeutics (NWBO) in SEC 13F filings for 2026-03-31. Largest institutional holders: KELLEHER FINANCIAL ADVISORS ($41,300), VSM Wealth Advisory, LLC ($16,639), Opus Capital Group, LLC ($12,000), Ethos Financial Group, LLC ($8,068), Williams Jones Wealth Management, LLC. ($5,163). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $41,300 | 200,000 | New |
| 2 | VSM Wealth Advisory, LLC | $16,639 | 80,574 | Hold |
| 3 | Opus Capital Group, LLC | $12,000 | 60,150 | Hold |
| 4 | Ethos Financial Group, LLC | $8,068 | 39,070 | Added |
| 5 | Williams Jones Wealth Management, LLC. | $5,163 | 25,000 | Trimmed |
| 6 | McIlrath & Eck, LLC | $124 | 600 | New |
| 7 | HANTZ FINANCIAL SERVICES, INC. | $0 | 250 | Hold |
| 8 | Coston, McIsaac & Partners | $0 | 1,000 | Hold |
| 9 | ADVISORS MANAGEMENT GROUP INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31