Institutional shares held 50.5 Million
0 calls
0 puts
Total value of holdings $2.39B
$0 calls
$0 puts
# of Institutions 145


Latest Institutional Activity in UITB

Top Purchases

Q4 2025
Envision Financial LLC Shares Held: 230K ($10.9M)
Q4 2025
Harbor Investment Advisory, LLC Shares Held: 3.52K ($167K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.6K ($504K)
Q4 2025
Sovereign Financial Group, Inc. Shares Held: 11.8K ($561K)
Q3 2025
Calamos Wealth Management LLC Shares Held: 1M ($47.6M)

Top Sells

Q3 2025
South State Corp Shares Held: 359K ($17M)
Q3 2025
Citadel Advisors LLC Shares Held: 28.7K ($1.36M)
Q3 2025
Truist Financial Corp Shares Held: 183K ($8.68M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 41.5K ($1.96M)
Q3 2025
Ameritas Advisory Services, LLC Shares Held: 1.89K ($89.4K)

About UITB

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