Institutional shares held 458,281
55.6K calls
1.2K puts
Total value of holdings $7.91M
$960K calls
$20K puts
# of Institutions 20


Latest Institutional Activity in UBT

Top Purchases

Q4 2025
Capital Investment Counsel, Inc Shares Held: 9K ($155K)
Q4 2025
Pmv Capital Advisers, LLC Shares Held: 47.7K ($823K)
Q4 2025
Innova Wealth Partners Shares Held: 16K ($277K)
Q3 2025
Client First Investment Management LLC Shares Held: 135K ($2.32M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 115K ($1.99M)

Top Sells

Q4 2025
Toth Financial Advisory Corp Shares Held: 342 ($5.91K)
Q3 2025
Citadel Advisors LLC Shares Held: 12.5K ($216K)
Q3 2025
Ubs Group Ag Shares Held: 2.58K ($44.5K)
Q3 2025
Morgan Stanley Shares Held: 1 ($17.3)
Q3 2025
Simplex Trading, LLC Shares Held: 150 ($2.59K)

About UBT

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