Institutional shares held 118 Million
0 calls
0 puts
Total value of holdings $2.91B
$0 calls
$0 puts
# of Institutions 309


Latest Institutional Activity in UCON

Top Purchases

Q1 2025
Christopher J. Hasenberg, Inc Shares Held: 1.3M ($32.1M)
Q1 2025
Mc Carthy & Cox Shares Held: 741K ($18.3M)
Q1 2025
Fundamentun, LLC Shares Held: 172K ($4.26M)
Q1 2025
Wagner Wealth Management, LLC Shares Held: 2.22M ($54.8M)
Q1 2025
Great Point Wealth Advisors, LLC Shares Held: 699K ($17.3M)

Top Sells

Q1 2025
Edge Rock Capital LLC Shares Held: 683K ($16.9M)
Q1 2025
Truist Financial Corp Shares Held: 1.85M ($45.7M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 122K ($3.01M)
Q1 2025
Bensler, LLC Shares Held: 850K ($21M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 2.74M ($67.8M)

About UCON

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