Institutional shares held 177 Million
21.4K calls
0 puts
Total value of holdings $9.03B
$1.09M calls
$0 puts
# of Institutions 461


Latest Institutional Activity in USIG

Top Purchases

Q1 2025
Advisor Net Financial, Inc Shares Held: 898 ($45.8K)
Q4 2024
Bank Of America Corp Shares Held: 33.3M ($1.7B)
Q4 2024
Assetmark, Inc Shares Held: 7.79M ($397M)
Q4 2024
Franklin Resources Inc Shares Held: 4.49M ($229M)
Q4 2024
Empower Advisory Group, LLC Shares Held: 14.6M ($744M)

Top Sells

Q1 2025
Global Wealth Strategies & Associates Shares Held: 168 ($8.57K)
Q4 2024
New Edge Wealth, LLC Shares Held: 6.48K ($330K)
Q4 2024
Cwm, LLC Shares Held: 87.8K ($4.48M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 6.95K ($354K)
Q4 2024
New Edge Advisors, LLC Shares Held: 31.6K ($1.61M)

About USIG

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