Institutional shares held 205 Million
7.9K calls
0 puts
Total value of holdings $10.8B
$414K calls
$0 puts
# of Institutions 448


Latest Institutional Activity in USIG

Top Purchases

Q3 2025
Long Run Wealth Advisors, LLC Shares Held: 1.17M ($61.3M)
Q3 2025
Archford Capital Strategies, LLC Shares Held: 90.9K ($4.77M)
Q3 2025
Merit Financial Group, LLC Shares Held: 1.24M ($64.9M)
Q3 2025
Voya Financial Advisors, Inc. Shares Held: 872K ($45.8M)
Q3 2025
Cwm, LLC Shares Held: 102K ($5.37M)

Top Sells

Q3 2025
Bartlett & Co. Wealth Management LLC Shares Held: 157K ($8.26M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 103K ($5.42M)
Q3 2025
Mather Group, Llc. Shares Held: 44.2K ($2.32M)
Q3 2025
Fifth Third Securities, Inc. Shares Held: 38.8K ($2.04M)
Q3 2025
Globalt Investments LLC / Ga Shares Held: 51K ($2.68M)

About USIG

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