How many institutions own UTF stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own UTF shares is 260, representing 21.46% of the company's common stock.

Who are the major shareholders selling Cohen & Steers Infrastructure Fund, Inc stock?

NTV ASSET MANAGEMENT LLC, in the last quarter, reduced its stake in UTF by -6.56% restricting it's holding to 26.7 thousand shares of worth nearly $662.05K. ATRIA INVESTMENTS, INC also lessened -79.21% of the UTF shares from its portfolio, reducing its holding to 30.54 thousand shares of worth $757.37K. ALPHACORE CAPITAL LLC also shunned UTF shares holding by -0.6% last quarter which brought its holding to 30.61 thousand shares worth $759.03K.

Investors who are buying UTF stock?

As per its latest 13F filing, CAPTRUST FINANCIAL ADVISORS increased its stake in UTF by 100% in the last quarter. The institutional holder raised its holding to 77.96 thousand shares having worth more than $1.93M. CETERA INVESTMENT ADVISERS also added 16.54% more shares of UTF to its portfolio, raising its holding to 199.43 thousand shares of worth $4.95M. SIT INVESTMENT ASSOCIATES INC also increased its UTF shares holding by 100% which brought its holding to 199.55 thousand shares worth $4.95M.

UTF's major insiders: who are they?

The insider with the most stakes in UTF is SMITH WILLARD H JR , director at the company. Additionally, UTF stock is highly held by Vice President BECKER ROBERT and director Junkans Dean among others.

Did an insider recently sell UTF stock?

Company executives, directors, and other insiders own N/A percent of Cohen & Steers Infrastructure Fund, Inc's stock. Within the last six months, there have been 0 transaction(s) in which UTF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WARD C EDWARD JR, MAGINNIS GERALD J., and STEERS ROBERT HAMILTON.

Which insider recently purchased UTF stock?

There have been 0 transaction(s) during the past 6-months in which Cohen & Steers Infrastructure Fund, Inc insiders have bought stock, totalling 0 shares

How much of UTF does insiders own?

Around 0 Cohen & Steers Infrastructure Fund, Inc shares are held by insiders, which represents about N/A of UTF stock.

Who is the insider with the largest stake?

UTF director, SMITH WILLARD H JR holds the largest portfolio of the company's shares. UTF shares owned by SMITH total nearly 50 thousand.

Which institution holds the most shares in UTF?

PARALEL ADVISORS LLC is the largest institutional owner in UTF which holds 2.75 million shares worth $68.20M or 2.84% of the total UTF shares outstanding followed by CAPTRUST FINANCIAL ADVISORS with ownership of 77.96 thousand shares representing 0.08% of the UTF ownership. CETERA INVESTMENT ADVISERS is the third largest stakeholder with 199.43 thousand shares or 0.21% of the ownership worth more than $4.95M.

Is Cohen & Steers Infrastructure Fund, Inc stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UTF is concerned, it is a stock which is not optionable.

Is there a short position on UTF's shares?

Number of UTF shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding UTF shares are there?

As of today, null shares of UTF are outstanding.

Is there many float in UTF stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, UTF has null shares in float.

UTF short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for UTF is null.

Cohen & Steers Infrastructure Fund (UTF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

21.46% Percentage of Shares held by All Institutions

21.46% Percentage of Float held by Institutions

260

Number of Institutions Holding Shares

Institutional Ownership

About 21.46% of UTF shares are held by financial institutions. PARALEL ADVISORS LLC is the top corporate investor, holding 2.75M shares valued at $68.20M. A 2.84% stake in Cohen & Steers Infrastructure Fund, Inc is owned by the company. CAPTRUST FINANCIAL ADVISORS owns 77.96K shares valued at $1.93M, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	PARALEL ADVISORS LLC	2.84%	2.75M	68.2M	0	0
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.08%	77.96K	1.93M	77.96K	+100.00%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	199.43K	4.95M	28.3K	+16.54%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.21%	199.55K	4.95M	199.55K	+100.00%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.02%	23.93K	593.56K	848	+3.67%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.02%	23.97K	594.53K	475	+2.02%
Sep 30, 2025	PATHSTONE HOLDINGS, LLC	0.03%	26.08K	646.83K	5.39K	+26.05%
Sep 30, 2025	NTV ASSET MANAGEMENT LLC	0.03%	26.7K	662.05K	-1.88K	-6.56%
Sep 30, 2025	COASTAL BRIDGE ADVISORS, LLC	0.03%	27.56K	683.49K	5	+0.02%
Sep 30, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.03%	30K	744K	200	+0.67%
Sep 30, 2025	ATRIA INVESTMENTS, INC	0.03%	30.54K	757.37K	-116.34K	-79.21%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.03%	30.61K	759.03K	-186	-0.60%
Sep 30, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.03%	31.38K	778.13K	-1.66K	-5.04%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	31.55K	782.42K	-1.02K	-3.14%
Sep 30, 2025	INTEGRATED ADVISORS NETWORK LLC	0.03%	31.55K	782.48K	0	0
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.03%	31.72K	786.76K	3.1K	+10.84%
Sep 30, 2025	CERTIFIED ADVISORY CORP	0.03%	32.35K	802.2K	223	+0.69%
Sep 30, 2025	OPPENHEIMER & CO INC	0.04%	34.65K	859.32K	483	+1.41%
Sep 30, 2025	SYMPHONY FINANCIAL SERVICES, INC.	0.04%	35.33K	876.08K	37	+0.10%
Sep 30, 2025	CWM, LLC	0.04%	35.99K	893K	2.12K	+6.27%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.04%	36.2K	897.66K	600	+1.69%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.04%	38.24K	948.43K	-427	-1.10%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.12%	116.79K	2.9M	-100.53K	-46.26%
Sep 30, 2025	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	0.06%	55.3K	1.37M	55.3K	+100.00%
Sep 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.04%	41.85K	1.04M	-2.15K	-4.88%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.05%	43.69K	1.08M	-1.56K	-3.44%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.05%	45K	1.12M	0	0
Sep 30, 2025	CREATIVE PLANNING	0.05%	48.27K	1.2M	18	+0.04%
Sep 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.05%	50.32K	1.25M	0	0
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.06%	55.05K	1.37M	-1.52K	-2.69%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.06%	55.3K	1.37M	8.63K	+18.49%
Sep 30, 2025	ACCEL WEALTH MANAGEMENT	0.09%	85.15K	2.11M	-2.26K	-2.58%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.1%	98.7K	2.45M	-2.22K	-2.19%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	79.49K	1.97M	-1.76K	-2.17%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	79.49K	1.97M	0	0
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	79.84K	1.98M	874	+1.11%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	81.96K	2.03M	237	+0.29%
Sep 30, 2025	CABLE CAR CAPITAL LLC	0.1%	100K	2.48M	100K	+100.00%
Sep 30, 2025	RATHBONES GROUP PLC	0.11%	107.98K	2.68M	-9.33K	-7.95%
Sep 30, 2025	NOMURA HOLDINGS INC	0.21%	199.65K	4.95M	199.65K	+100.00%
Sep 30, 2025	EXODUSPOINT CAPITAL MANAGEMENT, LP	0.09%	83.25K	2.06M	83.25K	+100.00%
Sep 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.1%	93.43K	2.32M	22.32K	+31.39%
Sep 30, 2025	QUARRY LP	0.2%	189.98K	4.71M	189.98K	+100.00%
Sep 30, 2025	YAKIRA CAPITAL MANAGEMENT, INC.	0.21%	201.86K	5.01M	201.86K	+100.00%
Sep 30, 2025	ALPINE GLOBAL MANAGEMENT, LLC	0.39%	376.6K	9.34M	376.6K	+100.00%
Sep 30, 2025	BOOTHBAY FUND MANAGEMENT, LLC	0.39%	379.64K	9.42M	379.64K	+100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	57.59K	1.43M	2.95K	+5.40%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.06%	57.85K	1.43M	-4.45K	-7.15%
Sep 30, 2025	JANE STREET GROUP, LLC	0.07%	66.17K	1.64M	43.9K	+197.14%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.07%	66.72K	1.66M	7.65K	+12.95%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.07%	68.4K	1.7M	-2.14K	-3.04%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.08%	80.15K	1.99M	-4.51K	-5.33%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.08%	80.49K	2M	80.49K	+100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	118.65K	2.94M	-15.35K	-11.46%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.15%	143.21K	3.55M	69.29K	+93.73%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.15%	148.92K	3.69M	8.91K	+6.36%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.27%	265.24K	6.58M	-3.06K	-1.14%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	329.48K	8.53M	-2.49K	-0.75%
Sep 30, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.35%	341.76K	8.48M	-148.14K	-30.24%
Sep 30, 2025	ROYAL BANK OF CANADA	0.84%	817.03K	20.26M	90.16K	+12.40%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.85%	821.23K	20.37M	-15.49K	-1.85%
Sep 30, 2025	UBS GROUP AG	1.02%	986.35K	24.46M	-8.78K	-0.88%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.27%	1.23M	30.41M	23.4K	+1.95%
Sep 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.42%	1.37M	34.01M	10.63K	+0.78%
Sep 30, 2025	MORGAN STANLEY	2.16%	2.09M	51.77M	119.28K	+6.06%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	0.4%	390.41K	9.68M	390.41K	+100.00%
Sep 30, 2025	ROCKY MOUNTAIN ADVISERS, LLC	0.42%	407.88K	10.12M	33	+0.01%
Sep 30, 2025	LPL FINANCIAL LLC	0.64%	619.42K	15.36M	-10.34K	-1.64%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.84%	816.92K	20.26M	-51.29K	-5.91%
Sep 30, 2025	CONNING INC.	0.13%	124.98K	3.1M	2.23K	+1.82%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.06%	57.87K	1.44M	-3.12K	-5.11%
Sep 30, 2025	C2C WEALTH MANAGEMENT, LLC	0.27%	256.53K	6.36M	3.9K	+1.54%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	63.77K	1.58M	-852	-1.32%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.11%	102.07K	2.53M	17.54K	+20.75%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.13%	121.62K	3.02M	121.62K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.43%	413.21K	10.25M	30.23K	+7.89%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.1%	100.91K	2.72M	-5.02K	-4.74%
Jun 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	78.96K	2.13M	1.89K	+2.45%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	73.92K	1.99M	-1.97K	-2.60%
Jun 30, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.07%	71.1K	1.92M	17.44K	+32.49%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.07%	70.55K	1.9M	-2.67K	-3.65%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.06%	62.31K	1.68M	-1.53K	-2.40%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.06%	60.98K	1.64M	-26.36K	-30.18%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	59.07K	1.59M	3.04K	+5.42%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.06%	57.85K	1.56M	8.83K	+18.01%
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.06%	56.57K	1.52M	-2.3K	-3.91%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.06%	54.64K	1.47M	5.79K	+11.84%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.04%	35.6K	959.31K	-1.26K	-3.42%
Jun 30, 2025	SYMPHONY FINANCIAL SERVICES, INC.	0.04%	35.29K	951.03K	1K	+2.93%
Jun 30, 2025	OPPENHEIMER & CO INC	0.04%	34.17K	920.8K	2.74K	+8.72%
Jun 30, 2025	CWM, LLC	0.04%	33.86K	913K	2.17K	+6.83%
Jun 30, 2025	ROYAL BANK OF CANADA	0.75%	726.87K	19.59M	-216.59K	-22.96%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	64.62K	1.74M	-13.76K	-17.55%
Jun 30, 2025		4.37%	4.22M	103.47K	4.22M	+100.00%
Jun 30, 2025	PARALEL ADVISORS LLC	2.85%	2.75M	74.11M	0	0
Jun 30, 2025	MORGAN STANLEY	2.04%	1.97M	53.05M	57.21K	+2.99%
Jun 30, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.41%	1.36M	36.68M	33.6K	+2.53%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.25%	1.2M	32.42M	70.74K	+6.25%
Jun 30, 2025	UBS GROUP AG	1.03%	995.13K	26.82M	-65.19K	-6.15%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.9%	868.21K	23.4M	-9.73K	-1.11%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.87%	836.72K	22.55M	28.19K	+3.49%
Jun 30, 2025	LPL FINANCIAL LLC	0.65%	629.75K	16.97M	63.51K	+11.22%
Jun 30, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.51%	489.89K	13.2M	-7.35K	-1.48%
Jun 30, 2025	ROCKY MOUNTAIN ADVISERS, LLC	0.42%	407.84K	10.99M	32	+0.01%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.4%	382.98K	10.32M	20.23K	+5.58%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.34%	331.97K	8.95M	21.52K	+6.93%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.28%	268.29K	7.23M	-632	-0.23%
Jun 30, 2025	C2C WEALTH MANAGEMENT, LLC	0.26%	252.63K	6.81M	1.75K	+0.70%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	171.13K	4.61M	-7.78K	-4.35%
Jun 30, 2025	ATRIA INVESTMENTS, INC	0.15%	146.88K	3.96M	125.44K	+585.04%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.14%	140.01K	3.77M	-869	-0.62%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	134K	3.61M	-8.32K	-5.85%
Jun 30, 2025	CONNING INC.	0.13%	122.75K	3.31M	2.27K	+1.88%
Jun 30, 2025	RATHBONES GROUP PLC	0.12%	117.3K	3.16M	-10.35K	-8.11%
Jun 30, 2025	ACCEL WEALTH MANAGEMENT	0.09%	87.41K	2.36M	-1.03K	-1.16%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.09%	84.66K	2.28M	-408	-0.48%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.09%	84.53K	2.28M	-1.06K	-1.24%
Jun 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.05%	46.67K	1.24M	-779	-1.64%
Jun 30, 2025	CYNDEO WEALTH PARTNERS, LLC	0.05%	44K	1.19M	0	0
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	39.99K	1.08M	1.19K	+3.06%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.04%	38.67K	1.04M	-12.55K	-24.50%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.04%	37.68K	1.02M	37.68K	+100.00%
Jun 30, 2025	KINGSTONE CAPITAL PARTNERS TEXAS, LLC	4.37%	4.22M	103.47K	4.22M	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.08%	81.72K	2.2M	-10.36K	-11.25%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	81.25K	2.19M	-1.63K	-1.96%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.08%	79.49K	2.14M	0	0
Jun 30, 2025	VENTURE VISIONARY PARTNERS LLC	0.05%	50.32K	1.36M	0	0
Jun 30, 2025	CREATIVE PLANNING	0.05%	48.25K	1.3M	3.18K	+7.06%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.05%	45K	1.21M	14K	+45.16%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.05%	45.25K	1.22M	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.15%	142.32K	3.64M	6.29K	+4.63%
Mar 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.04%	38.8K	982.84K	1.02K	+2.70%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.19%	178.91K	4.57M	-16.53K	-8.46%
Mar 31, 2025	ROYAL BANK OF CANADA	0.98%	943.46K	24.11M	69.67K	+7.97%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	56.03K	1.43M	-2.81K	-4.78%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	310.45K	7.93M	5.99K	+1.97%
Mar 31, 2025	CONNING INC.	0.12%	120.48K	3.08M	2.3K	+1.95%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.1%	92.08K	2.35M	-39K	-29.75%
Mar 31, 2025	ACCEL WEALTH MANAGEMENT	0.09%	88.44K	2.26M	-1.26K	-1.40%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.09%	87.34K	2.23M	-651	-0.74%
Mar 31, 2025	MATRIX PRIVATE CAPITAL GROUP LLC	0.06%	53.67K	1.37M	3.23K	+6.41%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.05%	51.22K	1.31M	-3.26K	-5.99%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.05%	48.85K	1.25M	371	+0.77%
Mar 31, 2025	VENTURE VISIONARY PARTNERS LLC	0.05%	50.32K	1.29M	0	0
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.05%	49.02K	1.25M	-21.8K	-30.78%
Mar 31, 2025	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.51%	497.24K	12.7M	-10K	-1.97%
Mar 31, 2025	ROCKY MOUNTAIN ADVISERS, LLC	0.42%	407.81K	10.42M	34	+0.01%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.38%	362.75K	9.27M	13.8K	+3.95%
Mar 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	77.07K	1.97M	3.51K	+4.78%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.08%	75.89K	1.94M	-3.37K	-4.26%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.08%	79.49K	2.03M	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.91%	877.94K	22.43M	21.87K	+2.55%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	78.38K	2M	-3.95K	-4.80%
Mar 31, 2025	C2C WEALTH MANAGEMENT, LLC	0.26%	250.88K	6.41M	1.5K	+0.60%
Mar 31, 2025	ALPHASTAR CAPITAL MANAGEMENT, LLC	0.03%	32.54K	831.35K	698	+2.19%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.08%	73.22K	1.87M	6.11K	+9.10%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.09%	85.07K	2.17M	1.42K	+1.69%
Mar 31, 2025	MORGAN STANLEY	1.98%	1.91M	48.83M	85.19K	+4.67%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.17%	1.13M	28.93M	74.25K	+7.02%
Mar 31, 2025	UBS GROUP AG	1.1%	1.06M	27.09M	70.99K	+7.18%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	33.67K	860.19K	1.19K	+3.67%
Mar 31, 2025	SYMPHONY FINANCIAL SERVICES, INC.	0.04%	34.29K	876.01K	3.27K	+10.55%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.04%	36.86K	941.65K	12.19K	+49.43%
Mar 31, 2025	MGB WEALTH MANAGEMENT, LLC	0.04%	42.36K	1.05M	21.69K	+104.89%
Mar 31, 2025	CYNDEO WEALTH PARTNERS, LLC	0.05%	44K	1.12M	0	0
Mar 31, 2025	CREATIVE PLANNING	0.05%	45.07K	1.15M	16.65K	+58.58%
Mar 31, 2025	ADVISORY SERVICES NETWORK, LLC	0.05%	47.45K	1.21M	2.81K	+6.29%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.28%	268.93K	6.87M	12.23K	+4.77%
Mar 31, 2025	LPL FINANCIAL LLC	0.59%	566.25K	14.47M	31.99K	+5.99%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.84%	808.53K	20.66M	2.4K	+0.30%
Mar 31, 2025	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.37%	1.33M	33.91M	-8.62K	-0.65%
Mar 31, 2025	PARALEL ADVISORS LLC	2.85%	2.75M	70.26M	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.15%	140.88K	3.6M	-4.03K	-2.78%
Mar 31, 2025		0.05%	45.25K	1.16M	45.25K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.09%	85.59K	2.19M	105	+0.12%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.07%	63.84K	1.63M	50.6K	+382.33%
Mar 31, 2025	RATHBONES GROUP PLC	0.13%	127.65K	3.26M	-5.63K	-4.22%
Mar 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.06%	58.88K	1.5M	1.18K	+2.05%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.09%	82.87K	2.12M	-10.25K	-11.00%
Mar 31, 2025	CERTIFIED ADVISORY CORP	0.03%	32.63K	833.66K	-1.43K	-4.18%
Mar 31, 2024	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.49%	471.02K	11.1M	293.41K	+165.20%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.19%	182.22K	4.29M	147.24K	+420.87%
Mar 31, 2024	STRATEGIC WEALTH PARTNERS, LTD.	0.19%	184.22K	4.34M	16.07K	+9.55%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.23%	221.62K	5.22M	-263.04K	-54.27%
Mar 31, 2024	C2C WEALTH MANAGEMENT, LLC	0.26%	246.7K	5.81M	9.35K	+3.94%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.26%	252.12K	5.94M	-110.65K	-30.50%
Mar 31, 2024	ROYAL BANK OF CANADA	0.81%	778.37K	18.35M	36.18K	+4.88%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.93%	899.41K	21.2M	21.26K	+2.42%
Mar 31, 2024	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.36%	1.29M	30.47M	4.83K	+0.37%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	118.76K	2.8M	-8.75K	-6.86%
Mar 31, 2024	MORGAN STANLEY	1.76%	1.7M	39.97M	-321.08K	-15.92%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.03%	28.62K	674.6K	3.51K	+13.99%
Mar 31, 2024	CREATIVE PLANNING	0.03%	28.76K	677.93K	3.05K	+11.84%
Mar 31, 2024	9258 WEALTH MANAGEMENT, LLC	0.03%	28.91K	681.28K	-973	-3.26%
Mar 31, 2024	NBC SECURITIES, INC.	0.03%	29.89K	714K	-104	-0.35%
Mar 31, 2024	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0.03%	30.68K	723.14K	-1.49K	-4.63%
Mar 31, 2024	INTEGRATED ADVISORS NETWORK LLC	0.04%	33.84K	797.6K	-753	-2.18%
Mar 31, 2024	NTV ASSET MANAGEMENT LLC	0.04%	39.27K	925.6K	-8.05K	-17.01%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.04%	39.46K	929.99K	-1.21K	-2.97%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.08%	72.77K	1.72M	4.04K	+5.87%
Mar 31, 2024	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	75.81K	1.79M	1.42K	+1.90%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.3%	292.21K	6.89M	-5.92K	-1.99%
Mar 31, 2024	ROCKY MOUNTAIN ADVISERS, LLC	0.43%	408.28K	9.62M	46	+0.01%
Mar 31, 2024	LPL FINANCIAL LLC	0.43%	415.1K	9.78M	55.38K	+15.40%
Mar 31, 2024	PARALEL ADVISORS LLC	2.89%	2.75M	64.82M	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0.19%	181.83K	4.29M	-9.27K	-4.85%
Mar 31, 2024	UNITED CAPITAL MANAGEMENT OF KS, INC.	0.17%	166.5K	3.92M	10.58K	+6.79%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.16%	150.8K	3.55M	150.8K	+100.00%
Mar 31, 2024	RATHBONES GROUP PLC	0.16%	149.89K	3.53M	-6.97K	-4.44%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.16%	147.98K	3.49M	32	+0.02%
Mar 31, 2024	CORNERSTONE ADVISORY, LLC	0.15%	146.95K	3.46M	-33.99K	-18.79%
Mar 31, 2024	CONNING INC.	0.14%	133.6K	3.15M	2.78K	+2.12%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.13%	124.4K	2.93M	4.63K	+3.87%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.11%	107.66K	2.54M	-3.47K	-3.13%
Mar 31, 2024	ACCEL WEALTH MANAGEMENT	0.1%	96.05K	2.26M	-4.36K	-4.34%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.1%	95.54K	2.25M	-19.85K	-17.20%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.09%	81.12K	1.91M	2.98K	+3.82%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.09%	82.06K	1.93M	6.21K	+8.19%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.08%	80.69K	1.9M	80.69K	+100.00%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.08%	80.55K	1.9M	15.2K	+23.25%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.08%	79.49K	1.87M	0	0
Mar 31, 2024	BELPOINTE ASSET MANAGEMENT LLC	0.07%	67.15K	1.58M	67.15K	+100.00%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.07%	66.88K	1.58M	3.6K	+5.70%
Mar 31, 2024	SARGENT INVESTMENT GROUP, LLC	0.07%	64.79K	1.53M	-1.43K	-2.16%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.07%	63.8K	1.5M	17.7K	+38.39%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.06%	58.75K	1.39M	4.94K	+9.17%
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	0.06%	57.09K	1.35M	3K	+5.54%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	54.72K	1.29M	0	0
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.05%	51.96K	1.22M	-17.98K	-25.70%
Mar 31, 2024	VENTURE VISIONARY PARTNERS LLC	0.05%	49.01K	1.16M	-461	-0.93%
Mar 31, 2024	CETERA ADVISORS LLC	0.05%	46.6K	1.1M	6.26K	+15.51%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.05%	45.65K	1.08M	4.59K	+11.17%
Mar 31, 2024	CYNDEO WEALTH PARTNERS, LLC	0.05%	44K	1.04M	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.04%	41.51K	978.4K	-36.06K	-46.49%
Mar 31, 2024	ALL SEASON FINANCIAL ADVISORS, INC.	0.04%	40.4K	952.25K	40.4K	+100.00%
Mar 31, 2024	UBS GROUP AG	0.92%	885.05K	20.86M	56.95K	+6.88%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.9%	865.89K	20.41M	-45.87K	-5.03%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.63%	605.67K	14.28M	16.89K	+2.87%
Dec 31, 2023	ROYAL BANK OF CANADA	0.78%	742.19K	15.76M	85.65K	+13.05%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.62%	588.78K	12.51M	203.39K	+52.78%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.51%	484.66K	10.99M	-80.48K	-14.24%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	0.44%	416.72K	8.85M	196.22K	+88.99%
Dec 31, 2023	ROCKY MOUNTAIN ADVISERS, LLC	0.43%	408.23K	8.67M	37	+0.01%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.38%	362.77K	7.71M	-376.79K	-50.95%
Dec 31, 2023	LPL FINANCIAL LLC	0.38%	359.72K	7.64M	54.07K	+17.69%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.31%	298.13K	6.33M	-106.41K	-26.30%
Dec 31, 2023	C2C WEALTH MANAGEMENT, LLC	0.25%	237.35K	5.09M	2.65K	+1.13%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.2%	191.1K	4.06M	14.03K	+7.92%
Dec 31, 2023	CYNDEO WEALTH PARTNERS, LLC	0.05%	44K	934.58K	0	0
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.04%	41.06K	875K	1.1K	+2.76%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.04%	40.66K	863.69K	-1.09K	-2.62%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.06%	54.72K	1.16M	-19.4K	-26.17%
Dec 31, 2023	PARALEL ADVISORS LLC	2.89%	2.75M	58.41M	0	0
Dec 31, 2023	AVIANCE CAPITAL PARTNERS, LLC	0.06%	54.09K	1.15M	-6.88K	-11.29%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	1.35%	1.29M	27.36M	38.55K	+3.09%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.05%	46.1K	979.19K	19.27K	+71.85%
Dec 31, 2023	NTV ASSET MANAGEMENT LLC	0.05%	47.32K	1.01M	-8.7K	-15.53%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.05%	47.68K	1.01M	45.81K	+2,449.89%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.05%	47.73K	1.01M	-29.09K	-37.87%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.05%	48.61K	1.03M	32.58K	+203.29%
Dec 31, 2023	VENTURE VISIONARY PARTNERS LLC	0.05%	49.47K	1.05M	49.47K	+100.00%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	50.74K	2.39M	50.74K	+100.00%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.06%	53.81K	1.14M	-6.07K	-10.14%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.07%	63.27K	1.34M	843	+1.35%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.07%	65.35K	1.39M	22.68K	+53.15%
Dec 31, 2023	SARGENT INVESTMENT GROUP, LLC	0.07%	66.21K	1.41M	0	0
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.07%	68.73K	1.46M	-5.93K	-7.94%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.07%	69.93K	1.49M	33.32K	+90.99%
Dec 31, 2023	KESTRA PRIVATE WEALTH SERVICES, LLC	0.08%	74.4K	1.58M	-9.85K	-11.69%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.08%	75.85K	1.61M	-5.03K	-6.22%
Dec 31, 2023	MORGAN STANLEY	2.12%	2.02M	42.84M	135.54K	+7.20%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.08%	77.57K	1.65M	20.58K	+36.11%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.08%	78.13K	1.66M	28.83K	+58.46%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.08%	79.49K	1.69M	79.49K	+100.00%
Dec 31, 2023	ACCEL WEALTH MANAGEMENT	0.11%	100.4K	2.13M	-2.71K	-2.63%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.12%	111.13K	2.36M	-14.11K	-11.27%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.12%	115.39K	2.45M	-24.25K	-17.36%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.13%	119.77K	2.54M	103.57K	+639.52%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	127.51K	2.71M	-4.01K	-3.05%
Dec 31, 2023	CONNING INC.	0.14%	130.82K	2.78M	2.94K	+2.29%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.16%	147.94K	3.14M	-2.43K	-1.62%
Dec 31, 2023	UNITED CAPITAL MANAGEMENT OF KS, INC.	0.16%	155.92K	3.31M	9K	+6.12%
Dec 31, 2023	RATHBONES GROUP PLC	0.16%	156.86K	3.33M	-2.82K	-1.77%
Dec 31, 2023	BEDELL FRAZIER INVESTMENT COUNSELING, LLC	0.19%	177.61K	3.77M	-25.81K	-12.69%
Dec 31, 2023	CORNERSTONE ADVISORY, LLC	0.19%	180.94K	3.84M	47.56K	+35.66%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.96%	911.77K	19.37M	-47.03K	-4.90%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.92%	878.15K	18.65M	-28.05K	-3.10%
Dec 31, 2023	UBS GROUP AG	0.87%	828.1K	17.59M	40.23K	+5.11%

Insiders

Among the UTF insiders holding of N/A of the stake in company, SMITH WILLARD H JR, director, holds the largest shares of 50K. BECKER ROBERT, Vice President, is the second largest UTF insider with ownership of 1K shares. JUNKANS DEAN, director, stands third with possession of 1K shares of that stake.

Insiders	Designation	Shares Held
SMITH WILLARD H JR	director	50K
BECKER ROBERT	Vice President	1K
JUNKANS DEAN	director	1K
MAGINNIS GERALD J.	director	978
ROGERS-WINDSOR RAMONA LYNN	director	738
MAGPIONG JANE F.	director	510
KROON RICHARD EDWARD	director	247
CLARK MICHAEL G	director	100
STEERS ROBERT HAMILTON	Chairman	0
COHEN & STEERS CAPITAL MANAGEMENT INC		0
POLI FRANCIS C	Secretary	0
WARD C EDWARD JR	director	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 14, 2023	MAGPIONG JANE F.	PURCHASE	22.05	85	1.87K	510
Oct 11, 2023	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	19.66	253	4.98K	738
Oct 04, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	24.53	85	2.09K	461
Jun 30, 2022	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	25.07	100	2.51K	376
Dec 17, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	27.54	100	2.75K	275
Apr 01, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	28.20	175	4.93K	175
Dec 15, 2020	MAGPIONG JANE F.	PURCHASE	25.89	425	11K	425
Oct 27, 2020	WARD C EDWARD JR	SALE	23.13	3	69.39	0
Aug 18, 2020	WARD C EDWARD JR	SALE	23.61	547	12.91K	0
Jan 02, 2020	MAGINNIS GERALD J.	SALE	26.03	800	20.82K	978
Feb 09, 2017	MAGINNIS GERALD J.	PURCHASE	20.76	240	4.98K	807
Mar 10, 2016	MAGINNIS GERALD J.	PURCHASE	19.05	525	10K	525
May 20, 2015	JUNKANS DEAN	PURCHASE	22.92	1K	22.92K	1K
May 19, 2015	STEERS ROBERT HAMILTON	SALE	22.89	1.83K	41.82K	0
Feb 12, 2015	STEERS ROBERT HAMILTON	SALE	22.91	913	20.92K	0
Feb 06, 2015	STEERS ROBERT HAMILTON	SALE	23.34	52.62K	1.23M	0
Feb 14, 2014	BECKER ROBERT	PURCHASE	21.25	1K	21.25K	1K
Oct 02, 2012	POLI FRANCIS C	SALE	18.46	1	26.68	0
Oct 01, 2012	POLI FRANCIS C	SALE	18.46	74	1.36K	1
Jun 28, 2012	POLI FRANCIS C	SALE	16.33	3.55K	57.91K	0
Dec 23, 2011	CLARK MICHAEL G	PURCHASE	15.63	100	1.56K	100
Jul 22, 2011	SMITH WILLARD H JR	SALE	17.71	700	12.4K	50K
Nov 04, 2010	COHEN & STEERS CAPITAL MANAGEMENT INC	SALE	17.33	10.35K	179.3K	0
Jun 19, 2007	SMITH WILLARD H JR	PURCHASE	26.79	1K	26.79K	50K
Jun 18, 2007	SMITH WILLARD H JR	PURCHASE	26.85	2K	53.7K	41K
Mar 27, 2006	SMITH WILLARD H JR	PURCHASE	20.55	1.4K	28.77K	39K
Jan 27, 2006	SMITH WILLARD H JR	PURCHASE	20.79	2K	41.58K	34K
Aug 02, 2005	SMITH WILLARD H JR	PURCHASE	22.21	5K	111.05K	30K
Mar 15, 2005	SMITH WILLARD H JR	PURCHASE	19.93	3.5K	69.76K	25K
Mar 14, 2005	SMITH WILLARD H JR	PURCHASE	19.86	500	9.93K	21.5K
Mar 09, 2005	KROON RICHARD EDWARD	PURCHASE	20.17	247	4.98K	247
Mar 09, 2005	WARD C EDWARD JR	PURCHASE	20.21	100	2.02K	100
Mar 26, 2004	SMITH WILLARD H JR	PURCHASE	20.00	20K	400K	20K

Frequently Asked Questions