Institutional shares held 5.63 Million
0 calls
0 puts
Total value of holdings $293M
$0 calls
$0 puts
# of Institutions 35


Latest Institutional Activity in UMI

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 47.8K ($2.48M)
Q1 2025
Salem Investment Counselors Inc Shares Held: 1.27K ($65.8K)
Q4 2024
Avantax Advisory Services, Inc. Shares Held: 118K ($6.14M)
Q4 2024
High Tower Advisors, LLC Shares Held: 5.18M ($270M)
Q4 2024
Mercer Global Advisors Inc Shares Held: 21K ($1.09M)

Top Sells

Q1 2025
Wfa Asset Management Corp Shares Held: 5.34K ($278K)
Q4 2024
Larson Financial Group LLC Shares Held: 226 ($11.8K)
Q3 2024
Sage View Advisory Group, LLC Shares Held: 7.79K ($405K)
Q3 2024
Pnc Financial Services Group, Inc. Shares Held: 500 ($26K)
Q3 2023
Cetera Advisor Networks LLC Shares Held: 6K ($312K)

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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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