Institutional shares held 226 Million
0 calls
0 puts
Total value of holdings $11.4B
$0 calls
$0 puts
# of Institutions 602


Latest Institutional Activity in USFR

Top Purchases

Q1 2025
Summit Trail Advisors, LLC Shares Held: 27.3M ($1.38B)
Q1 2025
Reuter James Wealth Management, LLC Shares Held: 412K ($20.7M)
Q1 2025
Fortitude Family Office, LLC Shares Held: 470K ($23.6M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 281K ($14.1M)
Q1 2025
New Perspectives, Inc Shares Held: 474K ($23.8M)

Top Sells

Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 5.07K ($255K)
Q1 2025
Alpine Bank Wealth Management Shares Held: 1.08M ($54.2M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 1.15M ($58.1M)
Q1 2025
Guided Capital Wealth Management, LLC Shares Held: 274K ($13.8M)
Q1 2025
Stonebridge Financial Group, LLC Shares Held: 700K ($35.2M)

About USFR

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