Institutional shares held 831,889
0 calls
0 puts
Total value of holdings $28.6M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in UMAY

Top Purchases

Q1 2025
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 131K ($4.51M)
Q1 2025
Gts Securities LLC Shares Held: 8.9K ($306K)
Q1 2025
Old Mission Capital LLC Shares Held: 19.8K ($682K)
Q1 2025
Outlook Wealth Advisors, LLC Shares Held: 6.05K ($208K)
Q1 2025
Barclays PLC Shares Held: 5.16K ($178K)

Top Sells

Q1 2025
Commonwealth Equity Services, LLC Shares Held: 35.5K ($1.22M)
Q1 2025
Spire Wealth Management Shares Held: 8.13K ($280K)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 31.6K ($1.09M)
Q1 2025
Steward Partners Investment Advisory, LLC Shares Held: 9.19K ($316K)
Q1 2025
Kfg Wealth Management, LLC Shares Held: 39.1K ($1.35M)

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