Institutional shares held 24.6 Million
0 calls
0 puts
Total value of holdings $1.25B
$0 calls
$0 puts
# of Institutions 143


Latest Institutional Activity in USTB

Top Purchases

Q3 2025
Merit Financial Group, LLC Shares Held: 2.43M ($124M)
Q3 2025
Morgan Stanley Shares Held: 1.69M ($85.7M)
Q3 2025
Capital Analysts, LLC Shares Held: 563K ($28.6M)
Q3 2025
Lpl Financial LLC Shares Held: 1.24M ($62.9M)
Q3 2025
Apella Capital, LLC Shares Held: 172K ($8.72M)

Top Sells

Q3 2025
Cornerstone Planning Group LLC Shares Held: 420 ($21.3K)
Q3 2025
Redhawk Wealth Advisors, Inc. Shares Held: 379K ($19.2M)
Q3 2025
Ameritas Advisory Services, LLC Shares Held: 1.56K ($79.2K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 625 ($31.8K)
Q3 2025
Bay Colony Advisory Group, Inc D Shares Held: 18.2K ($925K)

About USTB

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