Institutional shares held 177 Million
21.4K calls
0 puts
Total value of holdings $9B
$1.09M calls
$0 puts
# of Institutions 459


Latest Institutional Activity in USIG

Top Purchases

Q4 2024
Bank Of America Corp Shares Held: 33.3M ($1.69B)
Q4 2024
Assetmark, Inc Shares Held: 7.79M ($396M)
Q4 2024
Franklin Resources Inc Shares Held: 4.49M ($229M)
Q4 2024
Empower Advisory Group, LLC Shares Held: 14.6M ($742M)
Q4 2024
Stifel Financial Corp Shares Held: 4.25M ($216M)

Top Sells

Q4 2024
New Edge Wealth, LLC Shares Held: 6.48K ($330K)
Q4 2024
Cwm, LLC Shares Held: 87.8K ($4.47M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 6.95K ($353K)
Q4 2024
New Edge Advisors, LLC Shares Held: 31.6K ($1.61M)
Q4 2024
Westover Capital Advisors, LLC Shares Held: 220K ($11.2M)

About USIG

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