Institutional shares held 4.05 Million
0 calls
0 puts
Total value of holdings $170M
$0 calls
$0 puts
# of Institutions 106


Latest Institutional Activity in UJAN

Top Purchases

Q3 2025
Sonoma Allocations LLC Shares Held: 427K ($18.1M)
Q3 2025
Foundations Investment Advisors, LLC Shares Held: 15.4K ($653K)
Q3 2025
Triad Wealth Partners, LLC Shares Held: 12.9K ($545K)
Q3 2025
Vantage Point Financial LLC Shares Held: 5.31K ($225K)
Q3 2025
Cwm, LLC Shares Held: 104K ($4.43M)

Top Sells

Q3 2025
Brookstone Capital Management Shares Held: 82.3K ($3.49M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 187K ($7.95M)
Q3 2025
Worth Pointe, LLC Shares Held: 5.21K ($221K)
Q3 2025
Truist Financial Corp Shares Held: 91.6K ($3.88M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 38.5K ($1.63M)

About UJAN

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