Institutional shares held 12.1 Million
0 calls
0 puts
Total value of holdings $492M
$0 calls
$0 puts
# of Institutions 126


Latest Institutional Activity in ULST

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 1.85M ($75.1M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 8.34K ($339K)
Q1 2025
Orba Wealth Advisors, L.L.C. Shares Held: 207K ($8.42M)
Q1 2025
Authentikos Wealth Advisory, LLC Shares Held: 11.3K ($458K)
Q1 2025
Cx Institutional Shares Held: 972 ($39.5K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 185K ($7.54M)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 1.01K ($41.1K)
Q1 2025
Garrett Investment Advisors LLC Shares Held: 27.7K ($1.13M)
Q1 2025
Collier Financial Shares Held: 5.86K ($238K)
Q1 2025
Salem Investment Counselors Inc Shares Held: 21.9K ($888K)

About ULST

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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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