Institutional shares held 7.83 Million
0 calls
0 puts
Total value of holdings $397M
$0 calls
$0 puts
# of Institutions 73


Latest Institutional Activity in USMF

Top Purchases

Q1 2025
Sns Financial Group, LLC Shares Held: 384K ($19.5M)
Q1 2025
Wj Wealth Management, LLC Shares Held: 180K ($9.13M)
Q1 2025
Lpl Financial LLC Shares Held: 420K ($21.3M)
Q1 2025
Raymond James Financial Inc Shares Held: 417K ($21.1M)
Q1 2025
Wells Fargo & Company Shares Held: 189K ($9.59M)

Top Sells

Q1 2025
Lido Advisors, LLC Shares Held: 825K ($41.8M)
Q1 2025
Private Advisor Group, LLC Shares Held: 10.2K ($517K)
Q1 2025
Archer Investment Management, LLC Shares Held: 200K ($10.1M)
Q1 2025
Cetera Investment Advisers Shares Held: 46.9K ($2.38M)
Q1 2025
Smartleaf Asset Management LLC Shares Held: 870 ($44.1K)

About USMF

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