Institutional shares held 11.9 Million
0 calls
0 puts
Total value of holdings $600M
$0 calls
$0 puts
# of Institutions 98


Latest Institutional Activity in USTB

Top Purchases

Q4 2024
Redhawk Wealth Advisors, Inc. Shares Held: 271K ($13.6M)
Q4 2024
Merit Financial Group, LLC Shares Held: 54.7K ($2.75M)
Q4 2024
Certified Advisory Corp Shares Held: 174K ($8.76M)
Q4 2024
Pinnacle Wealth Management Group, Inc. Shares Held: 135K ($6.79M)
Q4 2024
E Rn Financial, LLC Shares Held: 302K ($15.2M)

Top Sells

Q4 2024
Marquette Asset Management, LLC Shares Held: 563K ($28.3M)
Q4 2024
Daymark Wealth Partners, LLC Shares Held: 13.4K ($673K)
Q3 2024
Prairieview Wealth Partners, LLC Shares Held: 10K ($503K)
Q3 2024
Victory Capital Management Inc Shares Held: 4.16M ($209M)
Q3 2024
Creative Financial Designs Inc Shares Held: 87.4K ($4.39M)

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