Institutional shares held 45.7 Million
0 calls
0 puts
Total value of holdings $2.58B
$0 calls
$0 puts
# of Institutions 68


Latest Institutional Activity in USMC

Top Purchases

Q1 2025
Greenwood Capital Associates LLC Shares Held: 8.04K ($431K)
Q1 2025
Cornerstone Wealth Management, LLC Shares Held: 9.46K ($508K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 23.7K ($1.27M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 157 ($8.43K)
Q4 2024
Principal Financial Group Inc Shares Held: 31.1M ($1.67B)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 18.5K ($992K)
Q1 2025
Pmg Wealth Management, Inc. Shares Held: 32.3K ($1.73M)
Q1 2025
Sea Crest Wealth Management, LLC Shares Held: 24.2K ($1.3M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 4.23M ($227M)
Q4 2024
New Edge Advisors, LLC Shares Held: 180K ($9.66M)

About USMC

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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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