Institutional shares held 170 Million
21.4K calls
0 puts
Total value of holdings $8.6B
$1.08M calls
$0 puts
# of Institutions 442


Latest Institutional Activity in USIG

Top Purchases

Q4 2024
Assetmark, Inc Shares Held: 7.79M ($394M)
Q4 2024
Empower Advisory Group, LLC Shares Held: 14.6M ($738M)
Q4 2024
Allworth Financial LP Shares Held: 5.28M ($267M)
Q4 2024
Raymond James Financial Inc Shares Held: 597K ($30.2M)
Q4 2024
Valmark Advisers, Inc. Shares Held: 2.56M ($129M)

Top Sells

Q4 2024
New Edge Wealth, LLC Shares Held: 6.48K ($328K)
Q4 2024
Cwm, LLC Shares Held: 87.8K ($4.44M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 6.95K ($351K)
Q4 2024
Westover Capital Advisors, LLC Shares Held: 220K ($11.1M)
Q4 2024
Truist Financial Corp Shares Held: 7.37M ($373M)

About USIG

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