Institutional shares held 19.4 Million
0 calls
0 puts
Total value of holdings $982M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in USTB

Top Purchases

Q2 2025
Morgan Stanley Shares Held: 940K ($47.7M)
Q2 2025
Bank Of America Corp Shares Held: 1.3M ($66M)
Q2 2025
Stonebridge Financial Group, LLC Shares Held: 551K ($27.9M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 505K ($25.6M)
Q2 2025
Horan Wealth, LLC Shares Held: 201K ($10.2M)

Top Sells

Q2 2025
Redhawk Wealth Advisors, Inc. Shares Held: 525K ($26.6M)
Q2 2025
Marquette Asset Management, LLC Shares Held: 513K ($26M)
Q2 2025
Smith Thornton Advisors LLC Shares Held: 110K ($5.6M)
Q2 2025
Cetera Investment Advisers Shares Held: 21.9K ($1.11M)
Q2 2025
E Rn Financial, LLC Shares Held: 282K ($14.3M)

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