Institutional shares held 428,257
47.3K calls
7.1K puts
Total value of holdings $37.2M
$4.11M calls
$617K puts
# of Institutions 87


Latest Institutional Activity in UYG

Top Purchases

Q1 2025
Regent Peak Wealth Advisors LLC Shares Held: 2.26K ($196K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 600 ($52.2K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 47.2K ($4.1M)
Q4 2024
Warren Averett Asset Management, LLC Shares Held: 10.3K ($891K)
Q4 2024
Jane Street Group, LLC Shares Held: 7.65K ($665K)

Top Sells

Q1 2025
Toth Financial Advisory Corp Shares Held: 46.7K ($4.06M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 10.5K ($917K)
Q4 2024
Citadel Advisors LLC Shares Held: 11.3K ($979K)
Q4 2024
Ci Private Wealth, LLC Shares Held: 9.11K ($792K)
Q4 2024
Pnc Financial Services Group, Inc. Shares Held: 3K ($261K)

About UYG

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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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