Institutional shares held 177 Million
21.4K calls
0 puts
Total value of holdings $9.01B
$1.09M calls
$0 puts
# of Institutions 456


Latest Institutional Activity in USIG

Top Purchases

Q1 2025
Avidian Wealth Solutions, LLC Shares Held: 1.27M ($64.7M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 2.69M ($137M)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 309K ($15.7M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 106K ($5.39M)
Q1 2025
Asset Management One Co., Ltd. Shares Held: 2.27M ($115M)

Top Sells

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 140K ($7.11M)
Q1 2025
Merit Financial Group, LLC Shares Held: 1.15M ($58.5M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 42K ($2.13M)
Q1 2025
Center For Asset Management LLC Shares Held: 79.8K ($4.05M)
Q1 2025
Kraft, Davis & Associates, LLC Shares Held: 140K ($7.09M)

About USIG

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