Institutional shares held 8.67 Million
0 calls
0 puts
Total value of holdings $428M
$0 calls
$0 puts
# of Institutions 70


Latest Institutional Activity in USMF

Top Purchases

Q1 2025
Nbc Securities, Inc. Shares Held: 4.76K ($235K)
Q4 2024
Lido Advisors, LLC Shares Held: 2.34M ($115M)
Q4 2024
Raymond James Financial Inc Shares Held: 343K ($16.9M)
Q4 2024
Columbia Advisory Partners LLC Shares Held: 156K ($7.71M)
Q4 2024
Lpl Financial LLC Shares Held: 246K ($12.1M)

Top Sells

Q1 2025
Archer Investment Management, LLC Shares Held: 200K ($9.86M)
Q4 2024
Western Wealth Management, LLC Shares Held: 40.1K ($1.98M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 22.1K ($1.09M)
Q4 2024
Financial Enhancement Group LLC Shares Held: 40.5K ($2M)
Q4 2024
Great Valley Advisor Group, Inc. Shares Held: 458K ($22.6M)

About USMF

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