There is a long list of 56 institutional holders of UOCT within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of UOCT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-UOCT table below, the initial column indicates the name of each top institutional holder of UOCT, with a link to that fund's top holdings. The next columns indicate the amount of UOCT stock held by each of the institutional holders of UOCT, followed by the UOCT position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Commonwealth Equity Services LLC | 332,473 | $10,762 | 12/31/2023 |
UOCT | 332,473 | $10,762 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 115,837 | $3,750 | 12/31/2023 |
UOCT | 115,837 | $3,750 | 12/31/2023 |
KFG Wealth Management LLC | 50,063 | $1,621 | 12/31/2023 |
UOCT | 50,063 | $1,621 | 12/31/2023 |
Brookstone Capital Management | 47,784 | $1,605 | 03/31/2024 |
UOCT | 47,784 | $1,605 | 03/31/2024 |
Bedel Financial Consulting Inc. | 46,779 | $1,514 | 12/31/2023 |
UOCT | 46,779 | $1,514 | 12/31/2023 |
OLD Mission Capital LLC | 45,765 | $1,481 | 12/31/2023 |
UOCT | 45,765 | $1,481 | 12/31/2023 |
Kestra Advisory Services LLC | 41,545 | $1,345 | 12/31/2023 |
UOCT | 41,545 | $1,345 | 12/31/2023 |
Truist Financial Corp | 41,375 | $1,339 | 12/31/2023 |
UOCT | 41,375 | $1,339 | 12/31/2023 |
LPL Financial LLC | 38,442 | $1,244 | 12/31/2023 |
UOCT | 38,442 | $1,244 | 12/31/2023 |
Advisor Group Holdings Inc. | 38,280 | $1,239 | 12/31/2023 |
UOCT | 38,280 | $1,239 | 12/31/2023 |
Money Concepts Capital Corp | 33,554 | $1,086 | 12/31/2023 |
UOCT | 33,554 | $1,086 | 12/31/2023 |
Compass Advisory Group LLC | 31,131 | $1,008 | 12/31/2023 |
UOCT | 31,131 | $1,008 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 30,354 | $983 | 12/31/2023 |
UOCT | 30,354 | $983 | 12/31/2023 |
Townsquare Capital LLC | 30,112 | $975 | 12/31/2023 |
UOCT | 30,112 | $975 | 12/31/2023 |
Harbour Investments Inc. | 29,240 | $946 | 12/31/2023 |
UOCT | 29,240 | $946 | 12/31/2023 |
AE Wealth Management LLC | 28,287 | $927 | 12/31/2023 |
UOCT | 28,287 | $927 | 12/31/2023 |
Betterment LLC | 27,471 | $889 | 12/31/2023 |
UOCT | 27,471 | $889 | 12/31/2023 |
Arete Wealth Advisors LLC | 26,412 | $855 | 12/31/2023 |
UOCT | 26,412 | $855 | 12/31/2023 |
Centaurus Financial Inc. | 25,825 | $836 | 12/31/2023 |
UOCT | 25,825 | $836 | 12/31/2023 |
Central Valley Advisors LLC | 20,129 | $676 | 03/31/2024 |
UOCT | 20,129 | $676 | 03/31/2024 |
Spire Wealth Management | 18,586 | $607 | 12/31/2023 |
UOCT | 18,586 | $607 | 12/31/2023 |
Continuum Advisory LLC | 17,694 | $573 | 12/31/2023 |
UOCT | 17,694 | $573 | 12/31/2023 |
Long Island Wealth Management Inc. | 17,596 | $570 | 12/31/2023 |
UOCT | 17,596 | $570 | 12/31/2023 |
Envestnet Asset Management Inc. | 17,565 | $569 | 12/31/2023 |
UOCT | 17,565 | $569 | 12/31/2023 |
Brown Wealth Management LLC | 16,260 | $526 | 12/31/2023 |
UOCT | 16,260 | $526 | 12/31/2023 |
Cetera Advisor Networks LLC | 14,356 | $465 | 12/31/2023 |
UOCT | 14,356 | $465 | 12/31/2023 |
Susquehanna International Group LLP | 14,160 | $458 | 12/31/2023 |
UOCT | 14,160 | $458 | 12/31/2023 |
WCG Wealth Advisors LLC | 14,026 | $454 | 12/31/2023 |
UOCT | 14,026 | $454 | 12/31/2023 |
Archer Investment Corp | 13,920 | $451 | 12/31/2023 |
UOCT | 13,920 | $451 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 12,785 | $414 | 12/31/2023 |
UOCT | 12,785 | $414 | 12/31/2023 |
Berger Financial Group Inc | 11,738 | $394 | 03/31/2024 |
UOCT | 11,738 | $394 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 11,728 | $380 | 12/31/2023 |
UOCT | 11,728 | $380 | 12/31/2023 |
Janney Montgomery Scott LLC | 11,680 | $378 | 12/31/2023 |
UOCT | 11,680 | $378 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 9,671 | $325 | 03/31/2024 |
UOCT | 9,671 | $325 | 03/31/2024 |
Morgan Stanley | 10,000 | $324 | 12/31/2023 |
UOCT | 10,000 | $324 | 12/31/2023 |
SageView Advisory Group LLC | 7,471 | $245 | 12/31/2023 |
UOCT | 7,471 | $245 | 12/31/2023 |
Raymond James & Associates | 7,175 | $232 | 12/31/2023 |
UOCT | 7,175 | $232 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 7,100 | $230 | 12/31/2023 |
UOCT | 7,100 | $230 | 12/31/2023 |
Retirement Planning Group | 6,812 | $229 | 03/31/2024 |
UOCT | 6,812 | $229 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 6,619 | $214 | 12/31/2023 |
UOCT | 6,619 | $214 | 12/31/2023 |
RFG Advisory LLC | 6,277 | $211 | 03/31/2024 |
UOCT | 6,277 | $211 | 03/31/2024 |
Avantax Advisory Services Inc. | 6,419 | $208 | 12/31/2023 |
UOCT | 6,419 | $208 | 12/31/2023 |
Capital Investment Advisory Services LLC | 5,400 | $175 | 12/31/2023 |
UOCT | 5,400 | $175 | 12/31/2023 |
Mather Group LLC. | 4,006 | $130 | 03/31/2024 |
UOCT | 4,006 | $130 | 03/31/2024 |
CWM LLC | 3,771 | $127 | 03/31/2024 |
UOCT | 3,771 | $127 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 3,585 | $116 | 12/31/2023 |
UOCT | 3,585 | $116 | 12/31/2023 |
Royal Bank of Canada | 3,379 | $109 | 12/31/2023 |
UOCT | 3,379 | $109 | 12/31/2023 |
JPMorgan Chase & Co. | 2,848 | $92 | 12/31/2023 |
UOCT | 2,848 | $92 | 12/31/2023 |
Advisory Services Network LLC | 2,821 | $91 | 12/31/2023 |
UOCT | 2,821 | $91 | 12/31/2023 |
Principal Securities Inc. | 2,389 | $77 | 12/31/2023 |
UOCT | 2,389 | $77 | 12/31/2023 |
See All: Funds Holding UOCT
See Details: Top 10 Hedge Funds Holding UOCT
Also See: UOCT Holdings Changes
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