Institutional shares held 1.59 Million
0 calls
0 puts
Total value of holdings $55.6M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in UMAR

Top Purchases

Q1 2025
Kfg Wealth Management, LLC Shares Held: 131K ($4.54M)
Q1 2025
Central Valley Advisors, LLC Shares Held: 67.1K ($2.33M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 13.7K ($475K)
Q1 2025
Hiley Hunt Wealth Management Shares Held: 8.6K ($299K)
Q1 2025
Tounjian Advisory Partners, LLC Shares Held: 7.71K ($267K)

Top Sells

Q1 2025
Fiduciary Financial Group, LLC Shares Held: 23.7K ($823K)
Q1 2025
Advance Capital Management, Inc. Shares Held: 39.3K ($1.37M)
Q1 2025
Dhjj Financial Advisors, Ltd. Shares Held: 570 ($19.8K)
Q1 2025
Milestone Asset Management, LLC Shares Held: 7.23K ($251K)
Q4 2024
Brookstone Capital Management Shares Held: 78.4K ($2.72M)

About UMAR

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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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