Institutional shares held 13.4 Million
0 calls
0 puts
Total value of holdings $545M
$0 calls
$0 puts
# of Institutions 132


Latest Institutional Activity in ULST

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 1.7M ($68.9M)
Q1 2025
True Private Wealth Advisors Shares Held: 425K ($17.2M)
Q1 2025
Ptm Wealth Management, LLC Shares Held: 175K ($7.11M)
Q1 2025
Avestar Capital, LLC Shares Held: 646K ($26.2M)
Q1 2025
Gradient Investments LLC Shares Held: 1.85M ($75.1M)

Top Sells

Q1 2025
Raymond James Financial Inc Shares Held: 297K ($12.1M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 185K ($7.53M)
Q1 2025
Morgan Stanley Shares Held: 642K ($26.1M)
Q1 2025
Moloney Securities Asset Management, LLC Shares Held: 87.1K ($3.54M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 16.4K ($666K)

About ULST

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