Institutional shares held 248 Million
0 calls
0 puts
Total value of holdings $12.5B
$0 calls
$0 puts
# of Institutions 617


Latest Institutional Activity in USFR

Top Purchases

Q2 2025
Alpine Bank Wealth Management Shares Held: 1.49M ($75.1M)
Q2 2025
Family Legacy Financial Solutions, LLC Shares Held: 377K ($19M)
Q2 2025
Leo Wealth, LLC Shares Held: 533K ($26.9M)
Q2 2025
Reuter James Wealth Management, LLC Shares Held: 651K ($32.8M)
Q2 2025
First National Corp Shares Held: 500K ($25.2M)

Top Sells

Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 382 ($19.3K)
Q2 2025
Matrix Trust CO Shares Held: 326K ($16.4M)
Q2 2025
Fortitude Family Office, LLC Shares Held: 200K ($10.1M)
Q2 2025
Signet Financial Management, LLC Shares Held: 31.5K ($1.59M)
Q2 2025
Moulton Wealth Management, Inc Shares Held: 222K ($11.2M)

About USFR

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