Institutional shares held 10.7 Million
0 calls
0 puts
Total value of holdings $539M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in USTB

Top Purchases

Q3 2024
Pinnacle Wealth Management Group, Inc. Shares Held: 126K ($6.35M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 195K ($9.81M)
Q3 2024
Private Advisor Group, LLC Shares Held: 60.9K ($3.07M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 139K ($6.99M)
Q3 2024
Moneco Advisors, LLC Shares Held: 15.8K ($797K)

Top Sells

Q3 2024
Prairieview Wealth Partners, LLC Shares Held: 10K ($505K)
Q3 2024
Creative Financial Designs Inc Shares Held: 87.4K ($4.41M)
Q3 2024
Global Retirement Partners, LLC Shares Held: 8.14K ($411K)
Q3 2024
Redw Wealth LLC Shares Held: 6.8K ($343K)
Q3 2024
Valmark Advisers, Inc. Shares Held: 24.3K ($1.23M)

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