Institutional shares held 4.95 Million
0 calls
0 puts
Total value of holdings $192M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in UMAR

Top Purchases

Q3 2025
Wealth Plan Investment Management, LLC Shares Held: 293K ($11.4M)
Q3 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 147K ($5.73M)
Q3 2025
Wealth Plan Partners, LLC Shares Held: 70.6K ($2.74M)
Q3 2025
Chris Bulman Inc Shares Held: 6.04K ($235K)
Q3 2025
Brookstone Capital Management Shares Held: 1.56M ($60.5M)

Top Sells

Q3 2025
Mgo One Seven LLC Shares Held: 237K ($9.21M)
Q3 2025
Spire Wealth Management Shares Held: 53.9K ($2.1M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 85.8K ($3.33M)
Q3 2025
Kfg Wealth Management, LLC Shares Held: 147K ($5.7M)
Q3 2025
Hiley Hunt Wealth Management Shares Held: 6.07K ($236K)

About UMAR

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