Institutional shares held 796,388
0 calls
0 puts
Total value of holdings $27.1M
$0 calls
$0 puts
# of Institutions 46


Latest Institutional Activity in UMAY

Top Purchases

Q3 2024
Old Mission Capital LLC Shares Held: 24.3K ($827K)
Q3 2024
Truist Financial Corp Shares Held: 36.8K ($1.25M)
Q3 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 102K ($3.49M)
Q3 2024
Core Cap Advisors, LLC Shares Held: 7.31K ($249K)
Q3 2024
Barclays PLC Shares Held: 2.66K ($90.6K)

Top Sells

Q4 2024
Spire Wealth Management Shares Held: 17.3K ($589K)
Q4 2024
Brookstone Capital Management Shares Held: 30.8K ($1.05M)
Q4 2024
Kfg Wealth Management, LLC Shares Held: 43.3K ($1.48M)
Q4 2024
Central Valley Advisors, LLC Shares Held: 16.8K ($572K)
Q4 2024
Strategic Blueprint, LLC Shares Held: 13.2K ($449K)

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