Institutional Ownership Usana Health Sciences Inc (USNA)
This table provides information about the institutional ownership of Usana Health Sciences Inc (USNA). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
41
shares
|
$1,206
0.0% of portfolio
|
Q1 2025
Added 720.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
34
shares
|
$1,000
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$882
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
30
shares
|
$882
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
22
shares
|
$647
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
20
shares
|
$588
0.0% of portfolio
|
Q1 2025
Reduced 91.56%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
19
shares
|
$558
0.0% of portfolio
|
Q1 2025
Reduced 84.17%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
14
shares
|
$411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12
shares
|
$353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
8
shares
|
$235
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
7
shares
|
$205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
6
shares
|
$176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
4
shares
|
$117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$117
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2
shares
|
$58
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|