Institutional shares held 5.42 Million
0 calls
0 puts
Total value of holdings $274M
$0 calls
$0 puts
# of Institutions 65


Latest Institutional Activity in USMF

Top Purchases

Q4 2024
Columbia Advisory Partners LLC Shares Held: 156K ($7.9M)
Q4 2024
Team Financial Group, LLC Shares Held: 379K ($19.2M)
Q4 2024
Park Avenue Securities LLC Shares Held: 7.02K ($355K)
Q4 2024
Org Partners LLC Shares Held: 3.47K ($176K)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 1.39K ($70.3K)

Top Sells

Q4 2024
Financial Enhancement Group LLC Shares Held: 40.5K ($2.05M)
Q4 2024
Rfg Advisory, LLC Shares Held: 19.3K ($975K)
Q4 2024
Rmr Wealth Builders Shares Held: 4.62K ($234K)
Q3 2024
Raymond James & Associates Shares Held: 32.4K ($1.64M)
Q3 2024
Old Mission Capital LLC Shares Held: 11.7K ($590K)

About USMF

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