Institutional shares held 11.6 Million
0 calls
0 puts
Total value of holdings $471M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in ULST

Top Purchases

Q4 2024
Gradient Investments LLC Shares Held: 1.75M ($70.7M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 202K ($8.18M)
Q4 2024
Crews Bank & Trust Shares Held: 24.7K ($1M)
Q4 2024
David Kennon Inc Shares Held: 206K ($8.34M)
Q4 2024
Kingswood Wealth Advisors, LLC Shares Held: 7.48K ($303K)

Top Sells

Q4 2024
Richardson Financial Services Inc. Shares Held: 9.62K ($390K)
Q4 2024
Elmwood Wealth Management, Inc. Shares Held: 39.2K ($1.59M)
Q4 2024
Winch Advisory Services, LLC Shares Held: 6.24K ($253K)
Q4 2024
Capstone Wealth Management Group, LLC Shares Held: 10.5K ($425K)
Q3 2024
Congress Wealth Management LLC Shares Held: 51K ($2.07M)

About ULST

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