Institutional shares held 7.77 Million
0 calls
0 puts
Total value of holdings $157M
$0 calls
$0 puts
# of Institutions 96


Latest Institutional Activity in FUMB

Top Purchases

Q2 2025
Xml Financial, LLC Shares Held: 482K ($9.71M)
Q2 2025
Morgan Stanley Shares Held: 802K ($16.2M)
Q2 2025
Truist Financial Corp Shares Held: 120K ($2.41M)
Q2 2025
Kestra Private Wealth Services, LLC Shares Held: 68.5K ($1.38M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 75.8K ($1.53M)

Top Sells

Q2 2025
Advisor Group Holdings, Inc. Shares Held: 174K ($3.5M)
Q2 2025
Gsg Advisors LLC Shares Held: 16.1K ($325K)
Q2 2025
Stifel Financial Corp Shares Held: 67.6K ($1.36M)
Q2 2025
Lpl Financial LLC Shares Held: 734K ($14.8M)
Q2 2025
Inspirion Wealth Advisors, LLC Shares Held: 74.4K ($1.5M)

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