Institutional shares held 530,256
19.1K calls
133K puts
Total value of holdings $30.7M
$1.11M calls
$7.7M puts
# of Institutions 51


Latest Institutional Activity in UGA

Top Purchases

Q1 2025
Synergy Asset Management, LLC Shares Held: 7.84K ($453K)
Q1 2025
Roman Butler Fullerton & CO Shares Held: 11.3K ($657K)
Q1 2025
Pfg Investments, LLC Shares Held: 4.84K ($280K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 11.9K ($687K)
Q4 2024
Blue Capital, Inc. Shares Held: 22.5K ($1.3M)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 41.4K ($2.4M)
Q1 2025
Pettinga Financial Advisors, LLC Shares Held: 16.4K ($951K)
Q1 2025
Professional Financial Advisors, LLC Shares Held: 11.9K ($689K)
Q1 2025
Park Avenue Securities LLC Shares Held: 4.42K ($256K)
Q1 2025
Sound Income Strategies, LLC Shares Held: 188 ($10.9K)

About UGA

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