Institutional shares held 35.5 Million
100 calls
0 puts
Total value of holdings $2.07B
$5K calls
$0 puts
# of Institutions 403


Latest Institutional Activity in USRT

Top Purchases

Q3 2025
Trust CO Of Tennessee Shares Held: 1.08M ($63.3M)
Q3 2025
Cornerstone Management, Inc. Shares Held: 147K ($8.59M)
Q3 2025
Private Client Services, LLC Shares Held: 44.5K ($2.6M)
Q3 2025
Envision Financial LLC Shares Held: 63.3K ($3.7M)
Q3 2025
Apollon Financial, LLC Shares Held: 31.8K ($1.85M)

Top Sells

Q3 2025
Sharper & Granite LLC Shares Held: 9.12K ($532K)
Q3 2025
Trademark Financial Management, LLC Shares Held: 3.48K ($203K)
Q3 2025
Ellenbecker Investment Group Shares Held: 24.6K ($1.43M)
Q3 2025
Charles Schwab Trust CO Shares Held: 425K ($24.8M)
Q3 2025
J2 Capital Management Inc Shares Held: 11.1K ($651K)

About USRT

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