Institutional shares held 309 Million
506K calls
427K puts
Total value of holdings $32.9B
$53.9M calls
$45.5M puts
# of Institutions 1,558


Latest Institutional Activity in MUB

Top Purchases

Q4 2024
Life Planning Partners, Inc Shares Held: 3.68M ($392M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.09M ($116M)
Q4 2024
Truist Financial Corp Shares Held: 1.18M ($125M)
Q4 2024
Single Point Partners, LLC Shares Held: 176K ($18.7M)
Q4 2024
Verus Wealth Management, LLC Shares Held: 108K ($11.5M)

Top Sells

Q4 2024
Orgel Wealth Management, LLC Shares Held: 3.37M ($359M)
Q4 2024
Choreo, LLC Shares Held: 226K ($24.1M)
Q4 2024
Angeles Wealth Management, LLC Shares Held: 424K ($45.2M)
Q4 2024
Dynamic Advisor Solutions LLC Shares Held: 32.2K ($3.43M)
Q4 2024
Mc Namara Financial Services, Inc. Shares Held: 168K ($17.9M)

About MUB

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