Institutional shares held 46.9 Million
0 calls
0 puts
Total value of holdings $2.2B
$0 calls
$0 puts
# of Institutions 125


Latest Institutional Activity in UITB

Top Purchases

Q2 2025
Axis Wealth Partners, LLC Shares Held: 60.7K ($2.85M)
Q2 2025
Aspire Capital Advisors LLC Shares Held: 9.47K ($445K)
Q2 2025
Envision Financial LLC Shares Held: 150K ($7.02M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 3.59K ($168K)
Q2 2025
Strategic Planning Group, LLC Shares Held: 36.7K ($1.72M)

Top Sells

Q2 2025
Advisor Net Financial, Inc Shares Held: 38.2K ($1.79M)
Q2 2025
James J. Burns & Company, LLC Shares Held: 70K ($3.29M)
Q1 2025
Orion Portfolio Solutions, LLC Shares Held: 13.7K ($641K)
Q1 2025
Charles Schwab Investment Management Inc Shares Held: 5.61M ($263M)
Q1 2025
Victory Capital Management Inc Shares Held: 18.1M ($849M)

About UITB

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