Institutional shares held 47 Million
0 calls
0 puts
Total value of holdings $2.21B
$0 calls
$0 puts
# of Institutions 125


Latest Institutional Activity in UITB

Top Purchases

Q2 2025
Envision Financial LLC Shares Held: 150K ($7.02M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 3.59K ($168K)
Q2 2025
Fjell Capital, LLC Shares Held: 141K ($6.6M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 12K ($562K)
Q2 2025
Focus Financial Network, Inc. Shares Held: 25.7K ($1.21M)

Top Sells

Q1 2025
Orion Portfolio Solutions, LLC Shares Held: 13.7K ($641K)
Q1 2025
Charles Schwab Investment Management Inc Shares Held: 5.61M ($263M)
Q1 2025
Victory Capital Management Inc Shares Held: 18.1M ($849M)
Q1 2025
Personal Cfo Solutions, LLC Shares Held: 12.1K ($569K)
Q1 2025
Private Advisor Group, LLC Shares Held: 88.7K ($4.16M)

About UITB

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