Institutional shares held 516,816
0 calls
0 puts
Total value of holdings $12.8M
$0 calls
$0 puts
# of Institutions 14


Latest Institutional Activity in UCIB

Top Purchases

Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 38.2K ($942K)
Q2 2024
Rhs Financial, LLC Shares Held: 127K ($3.14M)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2024
Envestnet Asset Management Inc Shares Held: 130K ($3.22M)
Q1 2024
Legacy Wealth Asset Management, LLC Shares Held: 134K ($3.3M)

Top Sells

Q2 2023
Advisor Group Holdings, Inc. Shares Held: 70 ($1.73K)
Q2 2022
Danda Trouve Investment Management, Inc. Shares Held: 1.95K ($48.1K)
Q1 2022
Alaska Permanent Capital Management Shares Held: 0 ($0)
Q1 2022
Morgan Stanley Shares Held: 661 ($16.3K)
Q2 2021
Dorsey & Whitney Trust CO LLC Shares Held: 0 ($0)

About UCIB

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