Institutional shares held 4.88 Million
0 calls
0 puts
Total value of holdings $187M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in UMAR

Top Purchases

Q2 2025
Brookstone Capital Management Shares Held: 1.55M ($59.4M)
Q2 2025
Talon Private Wealth, LLC Shares Held: 908K ($34.7M)
Q2 2025
Wealth Plan Investment Management, LLC Shares Held: 234K ($8.95M)
Q2 2025
Lantz Financial LLC Shares Held: 196K ($7.49M)
Q2 2025
Wealth Plan Partners, LLC Shares Held: 64K ($2.45M)

Top Sells

Q2 2025
Advance Capital Management, Inc. Shares Held: 10.6K ($405K)
Q2 2025
Spire Wealth Management Shares Held: 65.2K ($2.49M)
Q2 2025
Iht Wealth Management, LLC Shares Held: 83.2K ($3.18M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 73.3K ($2.8M)
Q2 2025
Susquehanna International Group, LLP Shares Held: 18K ($689K)

About UMAR

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