Institutional shares held 40.3 Million
0 calls
0 puts
Total value of holdings $1.87B
$0 calls
$0 puts
# of Institutions 95


Latest Institutional Activity in UITB

Top Purchases

Q2 2024
Mbl Wealth, LLC Shares Held: 448K ($20.8M)
Q2 2024
Newman Dignan & Sheerar, Inc. Shares Held: 262K ($12.2M)
Q2 2024
Silver Lake Advisory, LLC Shares Held: 39.1K ($1.82M)
Q2 2024
Private Capital Management LLC Shares Held: 39.1K ($1.82M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 352K ($16.4M)

Top Sells

Q2 2024
Brookstone Capital Management Shares Held: 9.78K ($454K)
Q2 2024
Raymond James & Associates Shares Held: 176K ($8.15M)
Q2 2024
Sloy Dahl & Holst, LLC Shares Held: 72.1K ($3.35M)
Q2 2024
Sovereign Financial Group, Inc. Shares Held: 11.7K ($543K)
Q1 2024
Goldstein Advisors, LLC Shares Held: 24.4K ($1.13M)

About UITB

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