Institutional shares held 1.32 Million
0 calls
0 puts
Total value of holdings $42.1M
$0 calls
$0 puts
# of Institutions 47


Latest Institutional Activity in UMAY

Top Purchases

Q2 2024
Brookstone Capital Management Shares Held: 536K ($17M)
Q2 2024
Central Valley Advisors, LLC Shares Held: 17.8K ($565K)
Q2 2024
Allworth Financial LP Shares Held: 15.4K ($489K)
Q2 2024
Stratos Wealth Advisors, LLC Shares Held: 12.2K ($387K)
Q2 2024
Rfg Advisory, LLC Shares Held: 6.68K ($212K)

Top Sells

Q2 2024
Strategic Blueprint, LLC Shares Held: 15K ($476K)
Q2 2024
Outlook Wealth Advisors, LLC Shares Held: 6.87K ($219K)
Q2 2024
Castle Rock Wealth Management, LLC Shares Held: 61.5K ($1.96M)
Q2 2024
Milestone Asset Management, LLC Shares Held: 14.3K ($456K)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 40.4K ($1.29M)

About UMAY

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