Institutional shares held 15.1 Million
0 calls
0 puts
Total value of holdings $613M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in ULST

Top Purchases

Q2 2025
Cwm, LLC Shares Held: 3.13M ($127M)
Q2 2025
Ptm Wealth Management, LLC Shares Held: 610K ($24.7M)
Q2 2025
Kraft, Davis & Associates, LLC Shares Held: 58.2K ($2.36M)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 48K ($1.95M)
Q2 2025
Valmark Advisers, Inc. Shares Held: 29.6K ($1.2M)

Top Sells

Q2 2025
Orba Wealth Advisors, L.L.C. Shares Held: 118K ($4.8M)
Q2 2025
Harbour Investments, Inc. Shares Held: 10.4K ($422K)
Q2 2025
Gradient Investments LLC Shares Held: 1.8M ($72.9M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 169K ($6.85M)
Q2 2025
Naples Global Advisors, LLC Shares Held: 35.3K ($1.43M)

About ULST

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