Institutional shares held 46.7 Million
0 calls
0 puts
Total value of holdings $2.14B
$0 calls
$0 puts
# of Institutions 122


Latest Institutional Activity in UITB

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 783K ($35.9M)
Q4 2024
Lpl Financial LLC Shares Held: 1.25M ($57.5M)
Q4 2024
Bogart Wealth, LLC Shares Held: 1.76M ($80.8M)
Q4 2024
Wells Fargo & Company Shares Held: 498K ($22.9M)
Q4 2024
Private Capital Management LLC Shares Held: 629K ($28.9M)

Top Sells

Q4 2024
Envestnet Asset Management Inc Shares Held: 41.5K ($1.91M)
Q4 2024
Charles Schwab Investment Management Inc Shares Held: 6.45M ($296M)
Q4 2024
Patriot Financial Group Insurance Agency, LLC Shares Held: 31.1K ($1.43M)
Q4 2024
Financial Services Advisory Inc Shares Held: 174K ($7.97M)
Q4 2024
Orion Portfolio Solutions, LLC Shares Held: 1.54M ($70.8M)

About UITB

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