Institutional shares held 115,987
3.9K calls
500 puts
Total value of holdings $2.47M
$82K calls
$10K puts
# of Institutions 29


Latest Institutional Activity in UFO

Top Purchases

Q1 2025
Copia Wealth Management Shares Held: 30 ($638)
Q1 2025
Solstein Capital, LLC Shares Held: 24 ($510)
Q4 2024
Stifel Financial Corp Shares Held: 69.1K ($1.47M)
Q4 2024
Walkner Condon Financial Advisors LLC Shares Held: 17.3K ($368K)
Q4 2024
Raymond James Financial Inc Shares Held: 9.55K ($203K)

Top Sells

Q4 2024
Advisor Group Holdings, Inc. Shares Held: 2.78K ($59.1K)
Q3 2024
Jane Street Group, LLC Shares Held: 17.8K ($379K)
Q3 2024
Susquehanna International Group, LLP Shares Held: 15.9K ($339K)
Q3 2024
Morgan Stanley Shares Held: 1.55K ($32.9K)
Q2 2024
Pnc Financial Services Group, Inc. Shares Held: 250 ($5.32K)

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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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