Institutional shares held 248 Million
0 calls
0 puts
Total value of holdings $12.5B
$0 calls
$0 puts
# of Institutions 614


Latest Institutional Activity in USFR

Top Purchases

Q2 2025
Family Legacy Financial Solutions, LLC Shares Held: 377K ($19M)
Q2 2025
First National Corp Shares Held: 500K ($25.1M)
Q2 2025
Reyes Financial Architecture, Inc. Shares Held: 659K ($33.1M)
Q2 2025
Envision Financial LLC Shares Held: 215K ($10.8M)
Q2 2025
Charis Legacy Partners, LLC Shares Held: 52.5K ($2.64M)

Top Sells

Q2 2025
Moulton Wealth Management, Inc Shares Held: 222K ($11.2M)
Q2 2025
Leibman Financial Services, Inc. Shares Held: 196K ($9.86M)
Q2 2025
Webster Bank, N. A. Shares Held: 427K ($21.5M)
Q2 2025
Melone Private Wealth, LLC Shares Held: 298K ($15M)
Q2 2025
Guided Capital Wealth Management, LLC Shares Held: 239K ($12M)

About USFR

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