Institutional shares held 1.59 Million
0 calls
0 puts
Total value of holdings $55.1M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in UMAR

Top Purchases

Q1 2025
Kfg Wealth Management, LLC Shares Held: 131K ($4.54M)
Q1 2025
Central Valley Advisors, LLC Shares Held: 67.1K ($2.33M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 13.7K ($475K)
Q1 2025
Hiley Hunt Wealth Management Shares Held: 8.6K ($299K)
Q1 2025
Tounjian Advisory Partners, LLC Shares Held: 7.71K ($267K)

Top Sells

Q1 2025
Fiduciary Financial Group, LLC Shares Held: 23.7K ($823K)
Q1 2025
Advance Capital Management, Inc. Shares Held: 39.3K ($1.37M)
Q1 2025
Dhjj Financial Advisors, Ltd. Shares Held: 570 ($19.8K)
Q1 2025
Milestone Asset Management, LLC Shares Held: 7.23K ($251K)
Q4 2024
Brookstone Capital Management Shares Held: 78.4K ($2.72M)

About UMAR

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