Ulland Investment Advisors, LLC Purchases and Sells in Q1 2025

Ulland Investment Advisors, LLC

  • $120 Million
  • Q1 2025

Top Buys

Incresed Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
77.3K
+ 14585.47%
$56.17 - $59.71 $4.34M - $4.62M
77.8K $4.45M
75.1K
+ 6225.29%
$51.45 - $58.51 $3.86M - $4.39M
76.3K $3.95M
39.7K
+ 701.77%
$16.57 - $18.85 $657K - $747K
45.3K $753K
1.06K
+ 40.11%
$316.56 - $360.36 $335K - $381K
3.69K $1.17M
395
+ 6.05%
$142.8 - $176.36 $56.4K - $69.7K
6.92K $1.19M
7.51K
+ 20861.11%
$27.01 - $28.54 $203K - $214K
7.55K $211K
View all

New Holdings

18 operations
Stock Shares change Price Range Shares Held Trade History
Microstrategy, Inc. 8.00
5.98K
New
N/A
5.98K $502K
J.P. Morgan Hedged Equity Laddered Overlay ETF
3.37K
New
N/A
3.37K $201K
1.03K
New
$169.43 - $182.84 $174K - $187K
1.03K $178K
Goldman Sachs S&P 500 Core Premium Income ETF
2.3K
New
N/A
2.3K $107K
Roundhill Ether Covered Call Strategy ETF
1.6K
New
N/A
1.6K $42K
1.53K
New
$20.16 - $33.5 $30.7K - $51.1K
1.53K $31K
View all

Top Sells

Reduced Positions

55 operations
Stock Shares change Price Range Shares Held Trade History
Wells Fargo Capital 7.50
-6.59K
- 65.96%
N/A
3.4K $4.08M
-29.1K
- 27.7%
$106.98 - $149.43 $3.11M - $4.35M
75.9K $8.23M
-20.5K
- 58.51%
$209.68 - $247.1 $4.3M - $5.07M
14.5K $3.23M
-6.93K
- 31.69%
$496.65 - $710.01 $3.44M - $4.92M
14.9K $7.86M
-13.5K
- 22.99%
N/A
45.1K $3.26M
-5.34K
- 28.79%
$468.34 - $539.52 $2.5M - $2.88M
13.2K $6.19M
View all
Activity Summary
Buys All Purchases 43 New Holdings 18 Increased Positions 25 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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