Institutional shares held 185 Million
8K calls
0 puts
Total value of holdings $9.5B
$410K calls
$0 puts
# of Institutions 460


Latest Institutional Activity in USIG

Top Purchases

Q2 2025
Pallas Capital Advisors LLC Shares Held: 310K ($15.9M)
Q2 2025
Park Avenue Securities LLC Shares Held: 37.1K ($1.9M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 126K ($6.49M)
Q2 2025
Stewardship Advisors, LLC Shares Held: 4.47K ($229K)
Q2 2025
Southland Equity Partners LLC Shares Held: 4.39K ($225K)

Top Sells

Q2 2025
Sovran Advisors, LLC Shares Held: 5.09K ($261K)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 8.91K ($457K)
Q2 2025
Pines Wealth Management, LLC Shares Held: 19.3K ($987K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 2.67K ($137K)
Q2 2025
Rockland Trust CO Shares Held: 4.95K ($254K)

About USIG

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