Institutional shares held 9.35 Million
0 calls
0 puts
Total value of holdings $342M
$0 calls
$0 puts
# of Institutions 110


Latest Institutional Activity in UDEC

Top Purchases

Q2 2025
Richard P Slaughter Associates Inc Shares Held: 377K ($13.9M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 293K ($10.8M)
Q2 2025
Family Legacy Financial Solutions, LLC Shares Held: 182K ($6.69M)
Q2 2025
Wealth Plan Investment Management, LLC Shares Held: 306K ($11.3M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 66.6K ($2.45M)

Top Sells

Q2 2025
Sovran Advisors, LLC Shares Held: 29K ($1.07M)
Q2 2025
Wealth Plan Partners, LLC Shares Held: 81.7K ($3.01M)
Q2 2025
Private Client Services, LLC Shares Held: 85.3K ($3.14M)
Q2 2025
Tounjian Advisory Partners, LLC Shares Held: 188K ($6.94M)
Q2 2025
Spire Wealth Management Shares Held: 53.1K ($1.96M)

About UDEC

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