Institutional shares held 8.76 Million
0 calls
0 puts
Total value of holdings $437M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in USMF

Top Purchases

Q4 2024
Lido Advisors, LLC Shares Held: 2.34M ($117M)
Q4 2024
Raymond James Financial Inc Shares Held: 343K ($17.1M)
Q4 2024
Archer Investment Management, LLC Shares Held: 276K ($13.8M)
Q4 2024
Columbia Advisory Partners LLC Shares Held: 156K ($7.8M)
Q4 2024
Lpl Financial LLC Shares Held: 246K ($12.3M)

Top Sells

Q4 2024
Western Wealth Management, LLC Shares Held: 40.1K ($2M)
Q4 2024
Nbc Securities, Inc. Shares Held: 27 ($1.35K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 22.1K ($1.1M)
Q4 2024
Financial Enhancement Group LLC Shares Held: 40.5K ($2.02M)
Q4 2024
Great Valley Advisor Group, Inc. Shares Held: 458K ($22.9M)

About USMF

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