Institutional shares held 220 Million
0 calls
0 puts
Total value of holdings $11B
$0 calls
$0 puts
# of Institutions 590


Latest Institutional Activity in USFR

Top Purchases

Q1 2025
Reuter James Wealth Management, LLC Shares Held: 412K ($20.8M)
Q1 2025
Fortitude Family Office, LLC Shares Held: 470K ($23.7M)
Q1 2025
Procyon Advisors, LLC Shares Held: 176K ($8.9M)
Q1 2025
Life Wealth Investments, LLC Shares Held: 217K ($11M)
Q1 2025
Catalina Capital Group, LLC Shares Held: 263K ($13.2M)

Top Sells

Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 5.07K ($256K)
Q1 2025
Guided Capital Wealth Management, LLC Shares Held: 274K ($13.8M)
Q1 2025
Morton Capital Management Llc/Ca Shares Held: 1.39M ($70M)
Q1 2025
Rfg Advisory, LLC Shares Held: 69.3K ($3.5M)
Q1 2025
Webster Bank, N. A. Shares Held: 516K ($26M)

About USFR

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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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