Institutional shares held 47.7 Million
0 calls
0 puts
Total value of holdings $2.27B
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in UITB

Top Purchases

Q3 2025
Calamos Wealth Management LLC Shares Held: 1M ($47.9M)
Q3 2025
Allen Capital Group, LLC Shares Held: 943K ($45M)
Q3 2025
Meeder Advisory Services, Inc. Shares Held: 656K ($31.3M)
Q3 2025
Optivise Advisory Services LLC Shares Held: 67.6K ($3.22M)
Q3 2025
Bogart Wealth, LLC Shares Held: 1.93M ($91.9M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 41.5K ($1.98M)
Q3 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 22.2K ($1.06M)
Q3 2025
Zega Investments, LLC Shares Held: 6.01K ($287K)
Q3 2025
Advisor Net Financial, Inc Shares Held: 35.4K ($1.69M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 9.23K ($440K)

About UITB

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