Institutional shares held 11.6 Million
0 calls
0 puts
Total value of holdings $471M
$0 calls
$0 puts
# of Institutions 114


Latest Institutional Activity in ULST

Top Purchases

Q4 2024
Gradient Investments LLC Shares Held: 1.75M ($70.9M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 202K ($8.2M)
Q4 2024
Crews Bank & Trust Shares Held: 24.7K ($1M)
Q4 2024
Golden State Wealth Management, LLC Shares Held: 18.9K ($769K)
Q4 2024
Moloney Securities Asset Management, LLC Shares Held: 119K ($4.83M)

Top Sells

Q4 2024
Avestar Capital, LLC Shares Held: 543K ($22M)
Q4 2024
Richardson Financial Services Inc. Shares Held: 9.62K ($391K)
Q4 2024
Paladin Wealth, LLC Shares Held: 30.5K ($1.24M)
Q4 2024
Sanctuary Advisors, LLC Shares Held: 34.7K ($1.41M)
Q4 2024
Elmwood Wealth Management, Inc. Shares Held: 39.2K ($1.59M)

About ULST

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