Institutional shares held 7.32 Million
0 calls
0 puts
Total value of holdings $147M
$0 calls
$0 puts
# of Institutions 86


Latest Institutional Activity in FUMB

Top Purchases

Q2 2024
Mainsail Financial Group, LLC Shares Held: 249K ($5.01M)
Q2 2024
Opal Wealth Advisors, LLC Shares Held: 8.63K ($174K)
Q2 2024
Raymond James & Associates Shares Held: 47.6K ($957K)
Q2 2024
Kingswood Wealth Advisors, LLC Shares Held: 12.2K ($245K)
Q2 2024
Edge Rock Capital LLC Shares Held: 646 ($13K)

Top Sells

Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 156K ($3.14M)
Q2 2024
Mattern Wealth Management LLC Shares Held: 47.3K ($952K)
Q2 2024
Inspirion Wealth Advisors, LLC Shares Held: 157K ($3.16M)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 33.1K ($667K)
Q2 2024
Occidental Asset Management, LLC Shares Held: 19.5K ($391K)

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