Institutional shares held 4.35 Million
0 calls
0 puts
Total value of holdings $150M
$0 calls
$0 puts
# of Institutions 95


Latest Institutional Activity in UAUG

Top Purchases

Q4 2024
Talon Private Wealth, LLC Shares Held: 274K ($9.44M)
Q4 2024
Brookstone Capital Management Shares Held: 1.43M ($49.5M)
Q4 2024
Raymond James Financial Inc Shares Held: 119K ($4.09M)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 110K ($3.78M)
Q4 2024
Pks Advisory Services, LLC Shares Held: 23.2K ($800K)

Top Sells

Q1 2025
Kfg Wealth Management, LLC Shares Held: 139K ($4.81M)
Q1 2025
Advance Capital Management, Inc. Shares Held: 14.4K ($498K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 1.1K ($37.9K)
Q1 2025
Milestone Asset Management, LLC Shares Held: 28.1K ($970K)
Q1 2025
Diligent Investors, LLC Shares Held: 12K ($414K)

About UAUG

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