Institutional shares held 5.54 Million
0 calls
0 puts
Total value of holdings $288M
$0 calls
$0 puts
# of Institutions 34


Latest Institutional Activity in UMI

Top Purchases

Q4 2024
Avantax Advisory Services, Inc. Shares Held: 118K ($6.13M)
Q4 2024
High Tower Advisors, LLC Shares Held: 5.18M ($269M)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 25.1K ($1.3M)
Q4 2024
Spinnaker Investment Group, LLC Shares Held: 8.9K ($463K)
Q4 2024
Ronald Blue Trust, Inc. Shares Held: 200 ($10.4K)

Top Sells

Q4 2024
Larson Financial Group LLC Shares Held: 226 ($11.7K)
Q3 2024
Sage View Advisory Group, LLC Shares Held: 7.79K ($405K)
Q3 2024
Pnc Financial Services Group, Inc. Shares Held: 500 ($26K)
Q3 2024
Morgan Stanley Shares Held: 9.14K ($475K)
Q3 2023
Cetera Advisor Networks LLC Shares Held: 6K ($311K)

About UMI

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