Institutional shares held 7.91 Million
0 calls
0 puts
Total value of holdings $159M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in FUMB

Top Purchases

Q3 2025
Xml Financial, LLC Shares Held: 507K ($10.2M)
Q3 2025
Inspirion Wealth Advisors, LLC Shares Held: 96.9K ($1.95M)
Q3 2025
Insight Inv LLC Shares Held: 151K ($3.03M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 48.7K ($979K)
Q3 2025
Dynamic Advisor Solutions LLC Shares Held: 28.3K ($568K)

Top Sells

Q3 2025
One Plus One Wealth Management, LLC Shares Held: 18.8K ($378K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 216K ($4.34M)
Q3 2025
Csenge Advisory Group Shares Held: 35K ($704K)
Q3 2025
Golden State Equity Partners Shares Held: 10.7K ($215K)
Q2 2025
Stifel Financial Corp Shares Held: 67.6K ($1.36M)

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