Institutional shares held 479 Million
0 calls
2 puts
Total value of holdings $17.8B
$0 calls
$0 puts
# of Institutions 609


Latest Institutional Activity in USHY

Top Purchases

Q2 2025
Counterpoint Mutual Funds LLC Shares Held: 13.2M ($492M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 2.26M ($84.4M)
Q2 2025
Financiere Des Professionnels Fonds D,Investissement Inc. Shares Held: 257K ($9.58M)
Q2 2025
Park Avenue Securities LLC Shares Held: 88.6K ($3.3M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 233K ($8.68M)

Top Sells

Q2 2025
Mechanics Bank Trust Department Shares Held: 106K ($3.94M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 99.1K ($3.69M)
Q2 2025
Goldstone Financial Group, LLC Shares Held: 58.8K ($2.19M)
Q2 2025
Braun Bostich & Associates Inc. Shares Held: 34.6K ($1.29M)
Q2 2025
Capital Asset Advisory Services LLC Shares Held: 880K ($32.8M)

About USHY

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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