Institutional shares held 2.67 Million
0 calls
0 puts
Total value of holdings $101M
$0 calls
$0 puts
# of Institutions 89


Latest Institutional Activity in UJAN

Top Purchases

Q1 2025
Lantz Financial LLC Shares Held: 52.6K ($2M)
Q1 2025
Hiley Hunt Wealth Management Shares Held: 12.8K ($488K)
Q1 2025
Fc Advisory LLC Shares Held: 5.84K ($222K)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 169K ($6.43M)
Q4 2024
Raymond James Financial Inc Shares Held: 78K ($2.97M)

Top Sells

Q4 2024
Tradition Wealth Management, LLC Shares Held: 8.49K ($323K)
Q4 2024
Jane Street Group, LLC Shares Held: 12.1K ($460K)
Q4 2024
Strategic Blueprint, LLC Shares Held: 136K ($5.17M)
Q4 2024
Fermata Advisors, LLC Shares Held: 540K ($20.5M)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 185K ($7.03M)

About UJAN

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P - Open market or private purchase×
S - Open market or private sale×
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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×
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