Institutional shares held 9.57 Million
0 calls
0 puts
Total value of holdings $727M
$0 calls
$0 puts
# of Institutions 32


Latest Institutional Activity in USVM

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.72M ($510M)
Q1 2025
Cerity Partners LLC Shares Held: 1.11M ($84.7M)
Q1 2025
North Crest Asset Manangement, LLC Shares Held: 28.8K ($2.19M)
Q1 2025
Systelligence, LLC Shares Held: 117K ($8.86M)
Q1 2025
Retirement Planning Group Shares Held: 17K ($1.29M)

Top Sells

Q1 2025
Resources Investment Advisors, Llc. Shares Held: 3.41K ($259K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 113 ($8.58K)
Q4 2024
Trilogy Capital Inc. Shares Held: 213K ($16.2M)
Q4 2024
Royal Bank Of Canada Shares Held: 340 ($25.8K)
Q4 2024
Northwestern Mutual Wealth Management CO Shares Held: 760 ($57.7K)

About USVM

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