Institutional shares held 558 Million
0 calls
0 puts
Total value of holdings $20.8B
$0 calls
$0 puts
# of Institutions 662


Latest Institutional Activity in USHY

Top Purchases

Q4 2025
Capital Asset Advisory Services LLC Shares Held: 1.02M ($38M)
Q4 2025
Genesis Private Wealth, LLC Shares Held: 50.6K ($1.89M)
Q4 2025
Grove Bank & Trust Shares Held: 313K ($11.7M)
Q4 2025
Procyon Advisors, LLC Shares Held: 44.4K ($1.65M)
Q4 2025
Wedmont Private Capital Shares Held: 442K ($16.5M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 240K ($8.93M)
Q4 2025
Occidental Asset Management, LLC Shares Held: 14.6K ($543K)
Q4 2025
Riversedge Advisors, LLC Shares Held: 74K ($2.76M)
Q4 2025
Charles Schwab Trust CO Shares Held: 96.9K ($3.61M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 94.3K ($3.52M)

About USHY

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