Institutional shares held 247 Million
0 calls
0 puts
Total value of holdings $12.4B
$0 calls
$0 puts
# of Institutions 612


Latest Institutional Activity in USFR

Top Purchases

Q1 2025
Jpmorgan Chase & CO Shares Held: 20.8M ($1.05B)
Q1 2025
Summit Trail Advisors, LLC Shares Held: 27.3M ($1.38B)
Q1 2025
Captrust Financial Advisors Shares Held: 6.27M ($316M)
Q1 2025
Sky Mountain Capital Management, Inc. Shares Held: 927K ($46.7M)
Q1 2025
Ubs Group Ag Shares Held: 6.62M ($333M)

Top Sells

Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 5.07K ($255K)
Q1 2025
Morgan Stanley Shares Held: 18.8M ($944M)
Q1 2025
Kestra Advisory Services, LLC Shares Held: 839K ($42.2M)
Q1 2025
Alpine Bank Wealth Management Shares Held: 1.08M ($54.2M)
Q1 2025
Wells Fargo & Company Shares Held: 3.11M ($156M)

About USFR

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