Institutional shares held 210 Million
0 calls
0 puts
Total value of holdings $10.6B
$0 calls
$0 puts
# of Institutions 528


Latest Institutional Activity in USFR

Top Purchases

Q3 2024
Jpmorgan Chase & CO Shares Held: 19.5M ($985M)
Q3 2024
Annex Advisory Services, LLC Shares Held: 3.52M ($177M)
Q3 2024
Howard Capital Management Inc. Shares Held: 1.92M ($97M)
Q3 2024
First Trust Advisors LP Shares Held: 1.36M ($68.5M)
Q3 2024
Morton Capital Management Llc/Ca Shares Held: 1.2M ($60.5M)

Top Sells

Q3 2024
Bank Of America Corp Shares Held: 15.4M ($775M)
Q3 2024
Richard Bernstein Advisors LLC Shares Held: 12 ($605)
Q3 2024
Ameriprise Financial Inc Shares Held: 4.29M ($216M)
Q3 2024
Summit Trail Advisors, LLC Shares Held: 17.7M ($893M)
Q3 2024
Signature Estate & Investment Advisors LLC Shares Held: 13.8K ($696K)

About USFR

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