Institutional shares held 12 Million
0 calls
0 puts
Total value of holdings $605M
$0 calls
$0 puts
# of Institutions 100


Latest Institutional Activity in USTB

Top Purchases

Q4 2024
Redhawk Wealth Advisors, Inc. Shares Held: 271K ($13.7M)
Q4 2024
Merit Financial Group, LLC Shares Held: 54.7K ($2.76M)
Q4 2024
Private Advisor Group, LLC Shares Held: 111K ($5.58M)
Q4 2024
Kingsview Wealth Management, LLC Shares Held: 43.9K ($2.21M)
Q4 2024
Silver Oak Securities, Inc Shares Held: 28.7K ($1.45M)

Top Sells

Q4 2024
Marquette Asset Management, LLC Shares Held: 563K ($28.4M)
Q4 2024
Cornerstone Planning Group LLC Shares Held: 240K ($12.1M)
Q4 2024
Trademark Financial Management, LLC Shares Held: 13.5K ($680K)
Q4 2024
Money Concepts Capital Corp Shares Held: 15.3K ($770K)
Q4 2024
Prairieview Wealth Partners, LLC Shares Held: 7.86K ($397K)

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