Institutional shares held 13.4 Million
0 calls
0 puts
Total value of holdings $546M
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in ULST

Top Purchases

Q3 2025
Cwm, LLC Shares Held: 3.56M ($145M)
Q3 2025
Ptm Wealth Management, LLC Shares Held: 660K ($26.8M)
Q3 2025
Wt Wealth Management Shares Held: 113K ($4.6M)
Q3 2025
Bip Wealth, LLC Shares Held: 554K ($22.5M)
Q3 2025
Wisconsin Wealth Advisors, LLC Shares Held: 7.08K ($288K)

Top Sells

Q3 2025
Gradient Investments LLC Shares Held: 9.14K ($371K)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 151K ($6.15M)
Q3 2025
Mc Adam, LLC Shares Held: 11.9K ($482K)
Q3 2025
Naples Global Advisors, LLC Shares Held: 33.8K ($1.37M)
Q3 2025
Garrett Investment Advisors LLC Shares Held: 27.9K ($1.14M)

About ULST

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