Institutional shares held 2.66 Million
0 calls
0 puts
Total value of holdings $239M
$0 calls
$0 puts
# of Institutions 18


Latest Institutional Activity in USVM

Top Purchases

Q3 2024
Systelligence, LLC Shares Held: 92.5K ($8.18M)
Q3 2024
Cerity Partners LLC Shares Held: 1.1M ($97.3M)
Q3 2024
Beacon Financial Advisory LLC Shares Held: 26.9K ($2.38M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 6.36K ($563K)
Q3 2024
Bank Of America Corp Shares Held: 14.3K ($1.27M)

Top Sells

Q3 2024
Royal Bank Of Canada Shares Held: 2.15K ($190K)
Q3 2024
Morgan Stanley Shares Held: 1.34K ($118K)
Q3 2024
Trilogy Capital Inc. Shares Held: 216K ($19.1M)
Q3 2024
Cetera Investment Advisers Shares Held: 4.15K ($368K)
Q1 2024
Victory Capital Management Inc Shares Held: 1.15M ($102M)

About USVM

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