Institutional shares held 16.4 Million
0 calls
0 puts
Total value of holdings $827M
$0 calls
$0 puts
# of Institutions 117


Latest Institutional Activity in USTB

Top Purchases

Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 624K ($31.5M)
Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 730K ($36.9M)
Q1 2025
Stonebridge Financial Group, LLC Shares Held: 249K ($12.6M)
Q1 2025
Avaii Wealth Management, LLC Shares Held: 129K ($6.53M)
Q1 2025
Lakeridge Wealth Management LLC Shares Held: 62.2K ($3.15M)

Top Sells

Q1 2025
Bensler, LLC Shares Held: 196K ($9.92M)
Q1 2025
Merit Financial Group, LLC Shares Held: 50K ($2.53M)
Q1 2025
Marquette Asset Management, LLC Shares Held: 559K ($28.3M)
Q1 2025
Cornerstone Planning Group LLC Shares Held: 236K ($11.9M)
Q1 2025
Swmg, LLC Shares Held: 15.3K ($774K)

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