Institutional shares held 39.5 Million
0 calls
0 puts
Total value of holdings $1.82B
$0 calls
$0 puts
# of Institutions 91


Latest Institutional Activity in UITB

Top Purchases

Q1 2024
Charles Schwab Investment Management Inc Shares Held: 6.66M ($307M)
Q1 2024
Bogart Wealth, LLC Shares Held: 1.25M ($57.6M)
Q1 2024
Cetera Investment Advisers Shares Held: 332K ($15.3M)
Q1 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 317K ($14.6M)
Q1 2024
First Heartland Consultants, Inc. Shares Held: 272K ($12.5M)

Top Sells

Q1 2024
Goldstein Advisors, LLC Shares Held: 24.4K ($1.12M)
Q1 2024
Orion Portfolio Solutions, LLC Shares Held: 1.7M ($78.5M)
Q1 2024
Victory Capital Management Inc Shares Held: 19.5M ($898M)
Q1 2024
Financial Services Advisory Inc Shares Held: 112K ($5.15M)
Q1 2024
Strategic Planning Group, LLC Shares Held: 21.5K ($990K)

About UITB

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