Institutional shares held 46.9 Million
0 calls
0 puts
Total value of holdings $2.2B
$0 calls
$0 puts
# of Institutions 121


Latest Institutional Activity in UITB

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 1.57M ($73.5M)
Q1 2025
Allen Capital Group, LLC Shares Held: 776K ($36.4M)
Q1 2025
Ima Wealth, Inc. Shares Held: 183K ($8.58M)
Q1 2025
Cetera Investment Advisers Shares Held: 641K ($30M)
Q1 2025
Sargent Investment Group, LLC Shares Held: 336K ($15.8M)

Top Sells

Q1 2025
Charles Schwab Investment Management Inc Shares Held: 5.61M ($263M)
Q1 2025
Victory Capital Management Inc Shares Held: 18.1M ($847M)
Q1 2025
Personal Cfo Solutions, LLC Shares Held: 12.1K ($568K)
Q1 2025
Private Advisor Group, LLC Shares Held: 88.7K ($4.16M)
Q1 2025
Smith Thornton Advisors LLC Shares Held: 121K ($5.69M)

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