UBND Holdings Changes

This page summarizes the UBND holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether UBND is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing UBND Share Count
Monticello Wealth Management LLC	754,613	1,706,675	+952,062	+126.17%
LexAurum Advisors LLC	16,030	17,457	+1,427	+8.90%
13F Filers Reporting New Positions In UBND
Proequities Inc.	0	0	UNCH	100%
CWM LLC	0	111,304	+111,304	+100%
13F Filers With Unchanged Share Count
Victory Capital Management Inc.	9,988,001	9,988,001	UNCH	0.00%
13F Filers Decreasing UBND Share Count
Elk River Wealth Management LLC	319,958	258,266	-61,692	-19.28%
13F Filers Exiting UBND
Benjamin F. Edwards & Company Inc.	1,232	0	-1,232	-100.00%

See Summary: Institutional Holders of UBND
See Details: Top 10 Hedge Funds Holding UBND

UBND Holdings Changes | www.HoldingsChannel.com

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