Institutional shares held 200 Million
8.5K calls
33.9K puts
Total value of holdings $18.6B
$791K calls
$3.15M puts
# of Institutions 1,383


Latest Institutional Activity in USMV

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 13.2M ($1.23B)
Q4 2024
Lockheed Martin Investment Management CO Shares Held: 707K ($65.8M)
Q4 2024
Mai Capital Management Shares Held: 512K ($47.6M)
Q4 2024
Sagespring Wealth Partners, LLC Shares Held: 362K ($33.7M)
Q4 2024
Lpl Financial LLC Shares Held: 5.69M ($529M)

Top Sells

Q4 2024
Morgan Stanley Shares Held: 16.7M ($1.56B)
Q4 2024
Pnc Financial Services Group, Inc. Shares Held: 6.18M ($575M)
Q4 2024
Horizon Investments, LLC Shares Held: 685K ($63.7M)
Q4 2024
Russell Investments Group, Ltd. Shares Held: 108K ($10M)
Q4 2024
Bank Of America Corp Shares Held: 15.8M ($1.47B)

About USMV

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