Institutional shares held 47.7 Million
0 calls
0 puts
Total value of holdings $2.23B
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in UITB

Top Purchases

Q1 2025
Fjell Capital, LLC Shares Held: 139K ($6.49M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 145K ($6.77M)
Q1 2025
Pinnacle Wealth Management Group, Inc. Shares Held: 169K ($7.91M)
Q1 2025
Alliance Wealth Advisors, LLC Shares Held: 501K ($23.5M)
Q1 2025
Strategic Planning Group, LLC Shares Held: 34.2K ($1.6M)

Top Sells

Q1 2025
James J. Burns & Company, LLC Shares Held: 70.5K ($3.3M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 41.5K ($1.94M)
Q4 2024
Charles Schwab Investment Management Inc Shares Held: 6.45M ($302M)
Q4 2024
Patriot Financial Group Insurance Agency, LLC Shares Held: 31.1K ($1.46M)
Q4 2024
Financial Services Advisory Inc Shares Held: 174K ($8.13M)

About UITB

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