Institutional shares held 219 Million
12.7K calls
0 puts
Total value of holdings $11.3B
$657K calls
$0 puts
# of Institutions 474


Latest Institutional Activity in USIG

Top Purchases

Q4 2025
Dakota Wealth Management Shares Held: 95.1K ($4.92M)
Q4 2025
Pallas Capital Advisors LLC Shares Held: 366K ($18.9M)
Q4 2025
Archford Capital Strategies, LLC Shares Held: 128K ($6.63M)
Q4 2025
Jgp Wealth Management, LLC Shares Held: 26.6K ($1.38M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 179K ($9.25M)

Top Sells

Q4 2025
Columbus Macro, LLC Shares Held: 111K ($5.75M)
Q4 2025
Breakwater Capital Group Shares Held: 11.6K ($601K)
Q4 2025
Mather Group, Llc. Shares Held: 41.9K ($2.17M)
Q4 2025
Cambridge Financial Group, LLC Shares Held: 7.85K ($406K)
Q4 2025
Fort Washington Investment Advisors Inc Shares Held: 36.7K ($1.9M)

About USIG

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