Institutional shares held 35.7 Million
0 calls
0 puts
Total value of holdings $1.65B
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in UITB

Top Purchases

Q4 2023
Orion Portfolio Solutions, LLC Shares Held: 1.75M ($80.8M)
Q4 2023
Riversedge Advisors, LLC Shares Held: 479K ($22.1M)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 462K ($21.3M)
Q4 2023
Bogart Wealth, LLC Shares Held: 493K ($22.7M)
Q4 2023
Cetera Advisor Networks LLC Shares Held: 276K ($12.7M)

Top Sells

Q4 2023
Allworth Financial LP Shares Held: 373K ($17.2M)
Q4 2023
Victory Capital Management Inc Shares Held: 19.5M ($899M)
Q4 2023
Charles Schwab Investment Management Inc Shares Held: 5.66M ($261M)
Q4 2023
Jpmorgan Chase & CO Shares Held: 76.3K ($3.52M)
Q4 2023
Jane Street Group, LLC Shares Held: 5.23K ($241K)

About UITB

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