Institutional shares held 47.8 Million
0 calls
0 puts
Total value of holdings $2.22B
$0 calls
$0 puts
# of Institutions 120


Latest Institutional Activity in UITB

Top Purchases

Q1 2025
Fjell Capital, LLC Shares Held: 139K ($6.44M)
Q1 2025
Greenwood Capital Associates LLC Shares Held: 25.4K ($1.18M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 145K ($6.71M)
Q1 2025
Pathway Financial Advisors LLC Shares Held: 159K ($7.36M)
Q1 2025
Toth Financial Advisory Corp Shares Held: 150K ($6.96M)

Top Sells

Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 24K ($1.11M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.6K ($494K)
Q1 2025
Bay Colony Advisory Group, Inc D Shares Held: 4.35K ($202K)
Q1 2025
James J. Burns & Company, LLC Shares Held: 70.5K ($3.27M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 41.5K ($1.93M)

About UITB

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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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