Institutional shares held 12.2 Million
0 calls
0 puts
Total value of holdings $498M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in ULST

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 1.85M ($75.1M)
Q1 2025
Advisor Resource Council Shares Held: 74.3K ($3.02M)
Q1 2025
Bip Wealth, LLC Shares Held: 539K ($21.9M)
Q1 2025
Cwm, LLC Shares Held: 1.7M ($69.3M)
Q1 2025
G&S Capital LLC Shares Held: 12.3K ($500K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 185K ($7.54M)
Q1 2025
Moloney Securities Asset Management, LLC Shares Held: 87.1K ($3.54M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 16.4K ($667K)
Q1 2025
Auour Investments LLC Shares Held: 131K ($5.32M)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 1.01K ($41.1K)

About ULST

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