Institutional shares held 76.9 Million
0 calls
0 puts
Total value of holdings $1.89B
$0 calls
$0 puts
# of Institutions 231


Latest Institutional Activity in UCON

Top Purchases

Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 793K ($19.5M)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 1.01M ($24.9M)
Q2 2024
Retirement Planning Group Shares Held: 215K ($5.29M)
Q2 2024
Harbour Investments, Inc. Shares Held: 2.87M ($70.6M)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 806K ($19.8M)

Top Sells

Q2 2024
First Heartland Consultants, Inc. Shares Held: 108K ($2.65M)
Q2 2024
Fermata Advisors, LLC Shares Held: 16.7K ($410K)
Q2 2024
Janiczek Wealth Management, LLC Shares Held: 530K ($13M)
Q2 2024
Northwest Capital Management Inc Shares Held: 56.9K ($1.4M)
Q2 2024
Ergawealth Advisors, Inc. Shares Held: 32K ($787K)

About UCON

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