Institutional shares held 7.64 Million
0 calls
0 puts
Total value of holdings $153M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in FUMB

Top Purchases

Q1 2024
Kingswood Wealth Advisors, LLC Shares Held: 11K ($220K)
Q1 2024
Dynamic Advisor Solutions LLC Shares Held: 24.8K ($497K)
Q1 2024
Pfs Partners, LLC Shares Held: 1.5K ($30.1K)
Q4 2023
Jpmorgan Chase & CO Shares Held: 111K ($2.24M)
Q4 2023
Ubs Group Ag Shares Held: 240K ($4.81M)

Top Sells

Q1 2024
White Wing Wealth Management Shares Held: 28.6K ($574K)
Q1 2024
Inspirion Wealth Advisors, LLC Shares Held: 170K ($3.41M)
Q1 2024
Occidental Asset Management, LLC Shares Held: 23.5K ($472K)
Q1 2024
Gsg Advisors LLC Shares Held: 59.3K ($1.19M)
Q1 2024
Ausdal Financial Partners, Inc. Shares Held: 16.6K ($332K)

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