Institutional shares held 178 Million
8K calls
0 puts
Total value of holdings $9.03B
$406K calls
$0 puts
# of Institutions 464


Latest Institutional Activity in USIG

Top Purchases

Q1 2025
Empower Advisory Group, LLC Shares Held: 15.7M ($798M)
Q1 2025
Trilogy Capital Inc. Shares Held: 1.1M ($55.8M)
Q1 2025
Captrust Financial Advisors Shares Held: 526K ($26.7M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 5.54M ($282M)
Q1 2025
Fulton Breakefield Broenniman LLC Shares Held: 632K ($32.1M)

Top Sells

Q1 2025
Ameriprise Financial Inc Shares Held: 8.24M ($419M)
Q1 2025
Assetmark, Inc Shares Held: 7.15M ($364M)
Q1 2025
Jane Street Group, LLC Shares Held: 10.9K ($554K)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 140K ($7.11M)
Q1 2025
Ubs Group Ag Shares Held: 6.41M ($326M)

About USIG

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