Institutional shares held 100 Million
0 calls
0 puts
Total value of holdings $2.52B
$0 calls
$0 puts
# of Institutions 292


Latest Institutional Activity in UCON

Top Purchases

Q4 2025
Holistic Financial Partners Shares Held: 473K ($11.9M)
Q4 2025
Tru Wealth Advisors, LLC Shares Held: 796K ($20.1M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 774K ($19.5M)
Q4 2025
Gsg Advisors LLC Shares Held: 251K ($6.31M)
Q4 2025
Tactive Advisors, LLC Shares Held: 170K ($4.27M)

Top Sells

Q4 2025
Holos Integrated Wealth LLC Shares Held: 159K ($4M)
Q4 2025
Park National Corp Shares Held: 335K ($8.45M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 759K ($19.1M)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 653K ($16.4M)
Q4 2025
Puff Wealth Management, LLC Shares Held: 64.5K ($1.63M)

About UCON

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