Institutional shares held 8.8 Million
0 calls
0 puts
Total value of holdings $177M
$0 calls
$0 puts
# of Institutions 102


Latest Institutional Activity in FUMB

Top Purchases

Q4 2025
Core Cap Advisors, LLC Shares Held: 4.45K ($89.3K)
Q4 2025
Occidental Asset Management, LLC Shares Held: 25.2K ($505K)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 2.5K ($50.2K)
Q4 2025
Wealth Bridge Capital Management, LLC Shares Held: 44.3K ($889K)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 28.5K ($572K)

Top Sells

Q4 2025
Mainsail Financial Group, LLC Shares Held: 107K ($2.15M)
Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 50K ($1M)
Q4 2025
Capital Investment Advisory Services, LLC Shares Held: 27.1K ($545K)
Q4 2025
One Plus One Wealth Management, LLC Shares Held: 18.1K ($365K)
Q3 2025
Sigma Planning Corp Shares Held: 23.4K ($469K)

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