Institutional shares held 5.16 Million
0 calls
0 puts
Total value of holdings $270M
$0 calls
$0 puts
# of Institutions 61


Latest Institutional Activity in USMF

Top Purchases

Q3 2024
Western Wealth Management, LLC Shares Held: 82.4K ($4.31M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 306K ($16M)
Q3 2024
Financial Enhancement Group LLC Shares Held: 61.5K ($3.22M)
Q3 2024
Baldwin Brothers LLC Shares Held: 26.9K ($1.41M)
Q3 2024
Kestra Private Wealth Services, LLC Shares Held: 26.7K ($1.4M)

Top Sells

Q3 2024
Raymond James & Associates Shares Held: 32.4K ($1.69M)
Q3 2024
Old Mission Capital LLC Shares Held: 11.7K ($611K)
Q3 2024
Jpmorgan Chase & CO Shares Held: 21.9K ($1.15M)
Q3 2024
Stratos Wealth Partners, Ltd. Shares Held: 40.3K ($2.11M)
Q3 2024
Patriot Financial Group Insurance Agency, LLC Shares Held: 19.6K ($1.02M)

About USMF

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