Institutional shares held 12,855
0 calls
0 puts
Total value of holdings $1.2M
$0 calls
$0 puts
# of Institutions 9


Latest Institutional Activity in UPW

Top Purchases

Q3 2025
Cx Institutional Shares Held: 266 ($24.9K)
Q3 2025
Fifth Third Bancorp Shares Held: 72 ($6.75K)
Q3 2025
Toth Financial Advisory Corp Shares Held: 44 ($4.12K)
Q3 2025
Wells Fargo & Company Shares Held: 0 ($0)
Q2 2025
Eqis Capital Management, Inc. Shares Held: 5.82K ($546K)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 5.02K ($471K)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 7.4K ($693K)
Q3 2025
Morgan Stanley Shares Held: 1 ($93.7)
Q1 2025
Susquehanna International Group, LLP Shares Held: 6.51K ($610K)
Q3 2022
Virtus Fund Advisers, LLC Shares Held: 0 ($0)

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