Institutional shares held 47.1 Million
0 calls
0 puts
Total value of holdings $2.21B
$0 calls
$0 puts
# of Institutions 121


Latest Institutional Activity in UITB

Top Purchases

Q1 2025
Allen Capital Group, LLC Shares Held: 776K ($36.4M)
Q1 2025
Fjell Capital, LLC Shares Held: 139K ($6.5M)
Q1 2025
Bogart Wealth, LLC Shares Held: 1.8M ($84.5M)
Q1 2025
Klingenstein Fields & CO LP Shares Held: 38.3K ($1.8M)
Q1 2025
Greenwood Capital Associates LLC Shares Held: 25.4K ($1.19M)

Top Sells

Q1 2025
Victory Capital Management Inc Shares Held: 18.1M ($847M)
Q1 2025
Personal Cfo Solutions, LLC Shares Held: 12.1K ($568K)
Q1 2025
Smith Thornton Advisors LLC Shares Held: 121K ($5.69M)
Q1 2025
Truist Financial Corp Shares Held: 213K ($9.98M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 24K ($1.12M)

About UITB

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