Institutional shares held 51.2 Million
0 calls
0 puts
Total value of holdings $2.43B
$0 calls
$0 puts
# of Institutions 151


Latest Institutional Activity in UITB

Top Purchases

Q4 2025
Greenup Street Wealth Management LLC Shares Held: 444K ($21M)
Q4 2025
Stewardship Concepts Financial Services LLC Shares Held: 58K ($2.75M)
Q4 2025
Cyr Financial Inc. Shares Held: 258K ($12.2M)
Q4 2025
Mbl Wealth, LLC Shares Held: 663K ($31.4M)
Q4 2025
Planning Directions Inc Shares Held: 281K ($13.3M)

Top Sells

Q4 2025
Optivise Advisory Services LLC Shares Held: 26.4K ($1.25M)
Q4 2025
Advisor Net Financial, Inc Shares Held: 35.1K ($1.66M)
Q4 2025
Princeton Global Asset Management LLC Shares Held: 9.05K ($429K)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 2.08K ($98.4K)
Q3 2025
South State Corp Shares Held: 359K ($17M)

About UITB

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