Institutional shares held 99,244
0 calls
0 puts
Total value of holdings $2.89M
$0 calls
$0 puts
# of Institutions 7


Latest Institutional Activity in UDI

Top Purchases

Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 50.6K ($1.47M)
Q4 2024
Walkner Condon Financial Advisors LLC Shares Held: 18.4K ($536K)
Q4 2024
Ubs Group Ag Shares Held: 100 ($2.91K)
Q4 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q3 2024
Root Financial Partners, LLC Shares Held: 23.7K ($688K)

Top Sells

Q4 2024
Gts Securities LLC Shares Held: 19.3K ($563K)

About UDI

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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