Institutional shares held 116 Million
0 calls
0 puts
Total value of holdings $2.85B
$0 calls
$0 puts
# of Institutions 307


Latest Institutional Activity in UCON

Top Purchases

Q1 2025
Mc Carthy & Cox Shares Held: 741K ($18.2M)
Q1 2025
Wagner Wealth Management, LLC Shares Held: 2.22M ($54.6M)
Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 295K ($7.26M)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 172K ($4.24M)
Q1 2025
Good Life Advisors, LLC Shares Held: 329K ($8.11M)

Top Sells

Q1 2025
Edge Rock Capital LLC Shares Held: 683K ($16.8M)
Q1 2025
Bensler, LLC Shares Held: 850K ($20.9M)
Q1 2025
Ellenbecker Investment Group Shares Held: 36.5K ($898K)
Q1 2025
Retirement Planning Group Shares Held: 123K ($3.04M)
Q1 2025
River Tree Advisors, LLC Shares Held: 14.7K ($362K)

About UCON

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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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