Institutional shares held 16.7 Million
0 calls
0 puts
Total value of holdings $844M
$0 calls
$0 puts
# of Institutions 119


Latest Institutional Activity in USTB

Top Purchases

Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 624K ($31.6M)
Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 730K ($36.9M)
Q1 2025
Stonebridge Financial Group, LLC Shares Held: 249K ($12.6M)
Q1 2025
Victory Capital Management Inc Shares Held: 5.31M ($269M)
Q1 2025
Avaii Wealth Management, LLC Shares Held: 129K ($6.54M)

Top Sells

Q1 2025
Bensler, LLC Shares Held: 196K ($9.93M)
Q1 2025
Merit Financial Group, LLC Shares Held: 50K ($2.53M)
Q1 2025
Marquette Asset Management, LLC Shares Held: 559K ($28.3M)
Q1 2025
Cornerstone Planning Group LLC Shares Held: 236K ($11.9M)
Q1 2025
Swmg, LLC Shares Held: 15.3K ($775K)

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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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