Institutional shares held 8.72 Million
0 calls
0 puts
Total value of holdings $451M
$0 calls
$0 puts
# of Institutions 69


Latest Institutional Activity in USMF

Top Purchases

Q4 2024
Lido Advisors, LLC Shares Held: 2.34M ($121M)
Q4 2024
Raymond James Financial Inc Shares Held: 343K ($17.8M)
Q4 2024
Archer Investment Management, LLC Shares Held: 276K ($14.3M)
Q4 2024
Columbia Advisory Partners LLC Shares Held: 156K ($8.09M)
Q4 2024
Lpl Financial LLC Shares Held: 246K ($12.7M)

Top Sells

Q4 2024
Western Wealth Management, LLC Shares Held: 40.1K ($2.07M)
Q4 2024
Nbc Securities, Inc. Shares Held: 27 ($1.4K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 22.1K ($1.14M)
Q4 2024
Financial Enhancement Group LLC Shares Held: 40.5K ($2.1M)
Q4 2024
Atria Investments LLC Shares Held: 86.7K ($4.49M)

About USMF

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