Institutional shares held 7.73 Million
0 calls
0 puts
Total value of holdings $155M
$0 calls
$0 puts
# of Institutions 97


Latest Institutional Activity in FUMB

Top Purchases

Q1 2025
One Plus One Wealth Management, LLC Shares Held: 15.6K ($313K)
Q1 2025
Mainsail Financial Group, LLC Shares Held: 282K ($5.64M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 20.5K ($410K)
Q1 2025
Cx Institutional Shares Held: 2.29K ($46K)
Q4 2024
Raymond James Financial Inc Shares Held: 252K ($5.06M)

Top Sells

Q1 2025
Inspirion Wealth Advisors, LLC Shares Held: 87.3K ($1.75M)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 4.2K ($84.3K)
Q1 2025
Rfg Advisory, LLC Shares Held: 10.4K ($209K)
Q4 2024
Morgan Stanley Shares Held: 864K ($17.3M)
Q4 2024
Lpl Financial LLC Shares Held: 884K ($17.7M)

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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