Institutional shares held 118 Million
0 calls
0 puts
Total value of holdings $2.93B
$0 calls
$0 puts
# of Institutions 308


Latest Institutional Activity in UCON

Top Purchases

Q1 2025
Christopher J. Hasenberg, Inc Shares Held: 1.3M ($32.1M)
Q1 2025
Brookwood Investment Group LLC Shares Held: 705K ($17.4M)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 2.05M ($50.6M)
Q1 2025
Lpl Financial LLC Shares Held: 12.4M ($307M)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 669K ($16.5M)

Top Sells

Q1 2025
Apollon Wealth Management, LLC Shares Held: 448K ($11.1M)
Q1 2025
Harbour Investments, Inc. Shares Held: 3.33M ($82.4M)
Q1 2025
Ifp Advisors, Inc Shares Held: 835K ($20.6M)
Q1 2025
Edge Rock Capital LLC Shares Held: 683K ($16.9M)
Q1 2025
Truist Financial Corp Shares Held: 1.85M ($45.7M)

About UCON

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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