Institutional Ownership Ultragenyx Pharmaceutical Inc. (RARE)
This table provides information about the institutional ownership of Ultragenyx Pharmaceutical Inc. (RARE). We have compiled data on the 324 institutions that hold shares in the stock, with a total of 85.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
159
shares
|
$6,827
0.0% of portfolio
|
Q4 2024
Added 103.85%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
157
shares
|
$6,741
0.0% of portfolio
|
Q3 2024
Added 98.73%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
123
shares
|
$5,281
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
122
shares
|
$5,238
0.0% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
109
shares
|
$4,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
102
shares
|
$4,379
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
100
shares
|
$4,294
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
90
shares
|
$3,864
0.0% of portfolio
|
Q2 2024
Added 164.71%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
80
shares
|
$3,435
0.0% of portfolio
|
Q2 2023
Reduced 61.9%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
72
shares
|
$3,091
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
70
shares
|
$3,005
0.0% of portfolio
|
Q3 2018
Reduced 50.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
57
shares
|
$2,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
45
shares
|
$1,932
0.0% of portfolio
|
Q4 2023
Added 21.62%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
37
shares
|
$1,588
0.0% of portfolio
|
Q4 2024
Reduced 27.45%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
34
shares
|
$1,459
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
32
shares
|
$1,374
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
28
shares
|
$1,202
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
24
shares
|
$1,030
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
22
shares
|
$944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
20
shares
|
$858
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
17
shares
|
$729
0.0% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
17
shares
|
$729
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
16
shares
|
$687
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
15
shares
|
$644
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
12
shares
|
$515
0.0% of portfolio
|
Q4 2024
Added 100.0%
|