Institutional Ownership Ubiquiti Inc. (UI)
This table provides information about the institutional ownership of Ubiquiti Inc. (UI). We have compiled data on the 259 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $824 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
21
shares
|
$7,179
0.0% of portfolio
|
Q4 2024
Added 61.54%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
19
shares
|
$6,495
0.0% of portfolio
|
Q4 2024
Added 280.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
19
shares
|
$6,495
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
18
shares
|
$6,153
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
18
shares
|
$6,153
0.0% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16
shares
|
$5,469
0.0% of portfolio
|
Q1 2024
Added 700.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
16
shares
|
$5,469
0.0% of portfolio
|
Q4 2024
Reduced 78.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
15
shares
|
$5,127
0.0% of portfolio
|
Q4 2021
Reduced 42.31%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
13
shares
|
$4,444
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
12
shares
|
$4,102
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
12
shares
|
$4,102
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
11
shares
|
$3,760
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
11
shares
|
$3,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$3,760
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
11
shares
|
$3,760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
10
shares
|
$3,418
0.0% of portfolio
|
Q1 2022
Added 25.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
10
shares
|
$3,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
10
shares
|
$3,418
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10
shares
|
$3,418
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
10
shares
|
$3,418
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8
shares
|
$2,734
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
6
shares
|
$2,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6
shares
|
$2,051
0.0% of portfolio
|
Q4 2024
Reduced 95.8%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$1,709
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
5
shares
|
$1,709
0.0% of portfolio
|
Q4 2023
New holding
|