Institutional shares held 2.58 Million
0 calls
0 puts
Total value of holdings $99.9M
$0 calls
$0 puts
# of Institutions 73


Latest Institutional Activity in UOCT

Top Purchases

Q3 2025
Mercer Global Advisors Inc Shares Held: 116K ($4.45M)
Q3 2025
Sonoma Allocations LLC Shares Held: 26K ($1M)
Q3 2025
Kestra Advisory Services, LLC Shares Held: 90.9K ($3.5M)
Q3 2025
Brookstone Capital Management Shares Held: 79.1K ($3.04M)
Q3 2025
Citadel Advisors LLC Shares Held: 20.8K ($801K)

Top Sells

Q3 2025
Raymond James Financial Inc Shares Held: 30.3K ($1.17M)
Q3 2025
Encompass More Asset Management Shares Held: 6.49K ($250K)
Q3 2025
Iht Wealth Management, LLC Shares Held: 72.7K ($2.8M)
Q3 2025
Betterment LLC Shares Held: 6.41K ($247K)
Q3 2025
Mml Investors Services, LLC Shares Held: 9.32K ($359K)

About UOCT

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