Institutional shares held 5.31 Million
0 calls
0 puts
Total value of holdings $264M
$0 calls
$0 puts
# of Institutions 39


Latest Institutional Activity in UMI

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 47.8K ($2.38M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 55.9K ($2.78M)
Q1 2025
Stifel Financial Corp Shares Held: 18.6K ($924K)
Q1 2025
Lpl Financial LLC Shares Held: 63.3K ($3.15M)
Q1 2025
Insight Wealth Partners, LLC Shares Held: 13.5K ($670K)

Top Sells

Q1 2025
High Tower Advisors, LLC Shares Held: 4.77M ($237M)
Q1 2025
Avantax Advisory Services, Inc. Shares Held: 117K ($5.82M)
Q1 2025
Wfa Asset Management Corp Shares Held: 5.34K ($266K)
Q1 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q4 2024
Larson Financial Group LLC Shares Held: 226 ($11.2K)

About UMI

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