How many institutions own UTG 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 UTG shares is 244, representing 13.6% of the company's common stock.

Who are the major shareholders selling Reaves Utility Income Fund stock?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, in the last quarter, reduced its stake in UTG by -3.14% restricting it's holding to 56.38 thousand shares of worth nearly $2.23M. CONSOLIDATED PORTFOLIO REVIEW CORP also lessened -50.93% of the UTG shares from its portfolio, reducing its holding to 64.77 thousand shares of worth $2.61M. SMITH ASSET MANAGEMENT CO., LLC also shunned UTG shares holding by -0.85% last quarter which brought its holding to 79.26 thousand shares worth $3.14M.

Investors who are buying UTG stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in UTG by 3.28% in the last quarter. The institutional holder raised its holding to 244.87 thousand shares having worth more than $9.51M. KESTRA ADVISORY SERVICES, LLC also added 33.46% more shares of UTG to its portfolio, raising its holding to 48.28 thousand shares of worth $1.91M. FIRST TRUST ADVISORS LP also increased its UTG shares holding by 18.33% which brought its holding to 48.69 thousand shares worth $1.93M.

UTG's major insiders: who are they?

The insider with the most stakes in UTG is SORENSON RONALD JAMES , at the company. Additionally, UTG stock is highly held by CIMINO LOUIS FRANCISCO and Officer of Investment Advisor Rhame Joseph Burns III among others.

Did an insider recently sell UTG stock?

Company executives, directors, and other insiders own 0.03% percent of Reaves Utility Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which UTG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include GRIMES THOMAS MICHAEL, HARMKE THOMAS W, and WILHELM ROWLAND OTTO JR.

Which insider recently purchased UTG stock?

There have been 1 transaction(s) during the past 6-months in which Reaves Utility Income Fund insiders have bought stock, totalling 2700 shares

How much of UTG does insiders own?

Around 13.56K Reaves Utility Income Fund shares are held by insiders, which represents about 0.03% of UTG stock.

Who is the insider with the largest stake?

UTG , SORENSON RONALD JAMES holds the largest portfolio of the company's shares. UTG shares owned by SORENSON total nearly 27.57 thousand.

Which institution holds the most shares in UTG?

ADVISOR GROUP HOLDINGS, INC. is the largest institutional owner in UTG which holds 244.87 thousand shares worth $9.51M or 0.29% of the total UTG shares outstanding followed by KESTRA ADVISORY SERVICES, LLC with ownership of 48.28 thousand shares representing 0.06% of the UTG ownership. FIRST TRUST ADVISORS LP is the third largest stakeholder with 48.69 thousand shares or 0.06% of the ownership worth more than $1.93M.

Is Reaves Utility Income Fund 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 UTG is concerned, it is a stock which is not optionable.

Is there a short position on UTG's shares?

Number of UTG 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 UTG shares are there?

As of today, null shares of UTG are outstanding.

Is there many float in UTG 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, UTG has null shares in float.

UTG 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 UTG is null.

Reaves Utility Income Fund (UTG) 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

0.03% Percentage of Shares held by All Insiders

13.6% Percentage of Shares held by All Institutions

13.61% Percentage of Float held by Institutions

244

Number of Institutions Holding Shares

Institutional Ownership

About 13.6% of UTG shares are held by financial institutions. ADVISOR GROUP HOLDINGS, INC. is the top corporate investor, holding 244.87K shares valued at $9.51M. A 0.29% stake in Reaves Utility Income Fund is owned by the company. KESTRA ADVISORY SERVICES, LLC owns 48.28K shares valued at $1.91M, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	244.87K	9.51M	7.79K	+3.28%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.06%	48.28K	1.91M	12.11K	+33.46%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.06%	48.69K	1.93M	7.54K	+18.33%
Sep 30, 2025	NBC SECURITIES, INC.	0.06%	52.24K	2.07M	1.06K	+2.08%
Sep 30, 2025	CENTAURUS FINANCIAL, INC.	0.06%	54.16K	2.15M	57	+0.11%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	56.38K	2.23M	-1.83K	-3.14%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	58.87K	2.33M	1.26K	+2.19%
Sep 30, 2025	OPPENHEIMER & CO INC	0.07%	60.42K	2.39M	1.49K	+2.53%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	61.13K	2.48M	6.42K	+11.73%
Sep 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.08%	64.77K	2.61M	-67.24K	-50.93%
Sep 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.08%	69.75K	2.76M	65	+0.09%
Sep 30, 2025	WEALTH EFFECTS LLC	0.08%	70.25K	2.78M	546	+0.78%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.09%	79.26K	3.14M	-677	-0.85%
Sep 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.1%	81.38K	3.22M	-16.89K	-17.18%
Sep 30, 2025	REAVES W H & CO INC	0.1%	82.06K	3.25M	-6.56K	-7.41%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	97.61K	3.87M	5.91K	+6.44%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.12%	100.4K	3.98M	6.84K	+7.31%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.13%	112.62K	4.46M	828	+0.74%
Sep 30, 2025	MARINER, LLC	0.15%	129.28K	5.12M	328	+0.25%
Sep 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.16%	129.66K	5.14M	129.66K	+100.00%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	141.42K	5.6M	788	+0.56%
Sep 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.17%	144.21K	5.71M	12.4K	+9.41%
Sep 30, 2025	LIDO ADVISORS, LLC	0.18%	150.04K	5.94M	-159	-0.11%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.19%	161.74K	6.41M	-17.17K	-9.60%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.21%	179.57K	7.11M	29.16K	+19.39%
Sep 30, 2025	STERLING INVESTMENT ADVISORS, LTD.	0.23%	190.86K	7.56M	-1.5K	-0.78%
Sep 30, 2025	UBS GROUP AG	0.24%	200.39K	7.94M	11.56K	+6.12%
Sep 30, 2025	OAK FAMILY ADVISORS, LLC	0.26%	221.17K	8.76M	-28.22K	-11.32%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.27%	229.67K	9.1M	25.72K	+12.61%
Sep 30, 2025	QUARRY LP	0.06%	47.91K	1.9M	47.91K	+100.00%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.32%	263.61K	10.44M	8.44K	+3.31%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.37%	312.74K	12.39M	25.5K	+8.88%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.43%	355.69K	14.09M	-3.43K	-0.95%
Sep 30, 2025	J.W. COLE ADVISORS, INC.	0.44%	365.77K	14.49M	2.82K	+0.78%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.45%	377.84K	14.97M	-4.48K	-1.17%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	508.24K	20.14M	-811	-0.16%
Sep 30, 2025	ROYAL BANK OF CANADA	0.62%	520.4K	20.62M	26.51K	+5.37%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.79%	660.37K	26.16M	27.43K	+4.33%
Sep 30, 2025	LPL FINANCIAL LLC	0.82%	686.18K	27.19M	69.58K	+11.28%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.05%	39.69K	1.57M	12.93K	+48.30%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	0.92%	768.19K	30.44M	35.7K	+4.87%
Sep 30, 2025	MORGAN STANLEY	1.2%	1M	39.7M	26.91K	+2.76%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.31%	1.1M	43.42M	52.45K	+5.03%
Sep 30, 2025	CWM, LLC	0.03%	22.92K	908K	152	+0.67%
Sep 30, 2025	WESTBOURNE INVESTMENT ADVISORS, INC.	0.03%	23.2K	919.18K	300	+1.31%
Sep 30, 2025	JEFFERIES FINANCIAL GROUP INC.	0.03%	24.9K	986.62K	15.89K	+176.26%
Sep 30, 2025	MERRION INVESTMENT MANAGEMENT CO, LLC	0.03%	25K	990.5K	0	0
Sep 30, 2025	EDGE FINANCIAL ADVISORS LLC	0.03%	25.22K	999.1K	17K	+206.96%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.03%	25.6K	1.01M	-575	-2.20%
Sep 30, 2025	STEPHENS INC /AR/	0.03%	27.86K	1.1M	949	+3.53%
Sep 30, 2025	CARNEGIE LAKE ADVISORS LLC	0.03%	28.72K	1.14M	114	+0.40%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.04%	29.3K	1.16M	7.01K	+31.47%
Sep 30, 2025	ALPHACORE CAPITAL LLC	0.04%	30.01K	1.19M	-816	-2.65%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	31.6K	1.25M	-1.4K	-4.25%
Sep 30, 2025	SIGMA PLANNING CORP	0.04%	31.96K	1.27M	3.07K	+10.63%
Sep 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.04%	34.5K	1.37M	0	0
Sep 30, 2025	HBW ADVISORY SERVICES LLC	0.04%	36.65K	1.45M	4.5K	+14.01%
Sep 30, 2025	STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.	0.05%	37.76K	1.5M	9.69K	+34.52%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.04%	35.22K	1.4M	-788	-2.19%
Sep 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.04%	35.93K	1.42M	2.31K	+6.87%
Sep 30, 2025	GRIFFIN ASSET MANAGEMENT, INC.	0.05%	39.75K	1.57M	39.75K	+100.00%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.05%	41.11K	1.63M	-16.09K	-28.12%
Sep 30, 2025	KERCHEVILLE ADVISORS, LLC	0.05%	42.98K	1.7M	8.21K	+23.61%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	44.38K	1.76M	9.78K	+28.26%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	45.49K	1.8M	5.27K	+13.10%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	45.63K	1.81M	5.25K	+13.01%
Sep 30, 2025	XML FINANCIAL, LLC	0.06%	47.47K	1.88M	-2.19K	-4.40%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.24%	203.95K	7.38M	16.88K	+9.02%
Jun 30, 2025	STERLING INVESTMENT ADVISORS, LTD.	0.23%	192.36K	6.96M	7.18K	+3.88%
Jun 30, 2025	BEACON CAPITAL MANAGEMENT, INC.	0.04%	34.5K	1.25M	10.5K	+43.75%
Jun 30, 2025	XML FINANCIAL, LLC	0.06%	49.66K	1.8M	1.74K	+3.62%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.06%	50.95K	1.84M	-12.05K	-19.13%
Jun 30, 2025	REAVES W H & CO INC	0.11%	88.62K	3.21M	1.43K	+1.64%
Jun 30, 2025	NBC SECURITIES, INC.	0.06%	51.17K	1.85M	-4.44K	-7.98%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.07%	54.71K	1.97M	7.73K	+16.46%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.17%	140.63K	5.09M	9.14K	+6.95%
Jun 30, 2025	LIDO ADVISORS, LLC	0.18%	150.19K	5.43M	822	+0.55%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.21%	178.91K	6.47M	-41.47K	-18.82%
Jun 30, 2025	OAK FAMILY ADVISORS, LLC	0.3%	249.39K	9.02M	-18.49K	-6.90%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	237.08K	8.58M	3.17K	+1.35%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	150.41K	5.44M	1.1K	+0.73%
Jun 30, 2025	UBS GROUP AG	0.23%	188.83K	6.83M	13.28K	+7.57%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.31%	255.17K	9.23M	31.45K	+14.06%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.34%	287.24K	10.39M	43.36K	+17.78%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.43%	359.12K	12.99M	-8.08K	-2.20%
Jun 30, 2025	J.W. COLE ADVISORS, INC.	0.43%	362.96K	13.13M	285.1K	+366.21%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.46%	382.32K	13.83M	-107.97K	-22.02%
Jun 30, 2025	ROYAL BANK OF CANADA	0.59%	493.89K	17.87M	-7.26K	-1.45%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.61%	509.05K	18.42M	19.47K	+3.98%
Jun 30, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.16%	132.01K	4.78M	-20.18K	-13.26%
Jun 30, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.16%	131.81K	4.77M	-4.3K	-3.16%
Jun 30, 2025	MARINER, LLC	0.15%	128.95K	4.67M	3.1K	+2.46%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.13%	111.79K	4.04M	33.24K	+42.31%
Jun 30, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.12%	98.26K	3.56M	1.36K	+1.40%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.11%	93.56K	3.39M	25.18K	+36.82%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	91.7K	3.32M	3.4K	+3.85%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	0.11%	90.45K	2.5M	87.95K	+3,518.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.74%	616.61K	22.31M	17.41K	+2.90%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.76%	632.94K	22.9M	8.31K	+1.33%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.88%	732.49K	26.5M	325.94K	+80.17%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.25%	1.04M	37.75M	109.61K	+11.74%
Jun 30, 2025	MORGAN STANLEY	1.17%	975.17K	35.28B	14.73K	+1.53%
Jun 30, 2025	BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC.	0.04%	33.62K	1.22M	2.87K	+9.32%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	0.1%	79.94K	2.89M	-723	-0.90%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.04%	34.6K	1.25M	16.07K	+86.71%
Jun 30, 2025	CENTAURUS FINANCIAL, INC.	0.06%	54.1K	1.96M	-1.41K	-2.54%
Jun 30, 2025	LONGVIEW WEALTH MANAGEMENT	0.08%	69.68K	2.52M	68	+0.10%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.12%	97.68K	3.53M	38.15K	+64.07%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	33K	1.19M	1.88K	+6.06%
Jun 30, 2025	KERCHEVILLE ADVISORS, LLC	0.04%	34.77K	1.26M	-767	-2.16%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.04%	36.01K	1.3M	2.72K	+8.18%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	36.18K	1.31M	1K	+2.84%
Jun 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.05%	40.22K	1.46M	-18.57K	-31.59%
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	40.38K	1.46M	7.22K	+21.78%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.05%	41.14K	1.49M	-186	-0.45%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.07%	57.19K	2.07M	-5.86K	-9.29%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	57.61K	2.08M	-342	-0.59%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	58.21K	2.11M	4.09K	+7.56%
Jun 30, 2025	OPPENHEIMER & CO INC	0.07%	58.93K	2.13M	8.82K	+17.60%
Jun 30, 2025	GOOD LIFE ADVISORS, LLC	0.08%	67.55K	2.44M	966	+1.45%
Jun 30, 2025	WEALTH EFFECTS LLC	0.08%	69.7K	2.52M	99	+0.14%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.04%	33.15K	1.08M	-981	-2.87%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.05%	41.33K	1.34M	1K	+2.48%
Mar 31, 2025	CORNERSTONE ADVISORS, LLC	0.49%	406.55K	13.23M	406.55K	+100.00%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.07%	57.95K	1.89M	686	+1.20%
Mar 31, 2025	OPPENHEIMER & CO INC	0.06%	50.11K	1.63M	-1.1K	-2.14%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.44%	367.2K	11.95M	9.83K	+2.75%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.27%	223.72K	7.28M	20.54K	+10.11%
Mar 31, 2025	REAVES W H & CO INC	0.1%	87.19K	2.84M	1.46K	+1.70%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.29%	243.88K	7.94M	-30.75K	-11.20%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	233.92K	7.61M	-157.22K	-40.20%
Mar 31, 2025	STERLING INVESTMENT ADVISORS, LTD.	0.22%	185.18K	6.03M	6.44K	+3.60%
Mar 31, 2025	UBS GROUP AG	0.21%	175.55K	5.71M	17.97K	+11.40%
Mar 31, 2025	CONSOLIDATED PORTFOLIO REVIEW CORP	0.18%	152.19K	4.95M	54.11K	+55.16%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	88.3K	2.87M	3.5K	+4.13%
Mar 31, 2025		0.1%	80.66K	2.62M	-227	-0.28%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.09%	78.55K	2.56M	20.09K	+34.36%
Mar 31, 2025	MORGAN STANLEY	1.15%	960.44K	31.25M	83.36K	+9.50%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.12%	933.79K	30.39M	106.91K	+12.93%
Mar 31, 2025	TRADITION WEALTH MANAGEMENT, LLC	0.12%	96.9K	3.15M	2.2K	+2.32%
Mar 31, 2025	LONGVIEW WEALTH MANAGEMENT	0.08%	69.61K	2.27M	-664	-0.94%
Mar 31, 2025	WEALTH EFFECTS LLC	0.08%	69.6K	2.26M	132	+0.19%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.08%	68.39K	2.23M	8.02K	+13.28%
Mar 31, 2025	GOOD LIFE ADVISORS, LLC	0.08%	66.59K	2.17M	-1.34K	-1.97%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.08%	63.05K	2.05M	-1.78K	-2.75%
Mar 31, 2025	NBC SECURITIES, INC.	0.07%	55.61K	1.81K	55.56K	+102,879.63%
Mar 31, 2025	XML FINANCIAL, LLC	0.06%	47.92K	1.56M	5.42K	+12.75%
Mar 31, 2025	RETIREMENT PLANNING CO OF NEW ENGLAND, INC.	0.04%	36K	1.17M	36K	+100.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.59%	489.58K	15.93M	43.38K	+9.72%
Mar 31, 2025	OAK FAMILY ADVISORS, LLC	0.32%	267.89K	8.72M	16.12K	+6.40%
Mar 31, 2025	MARINER, LLC	0.15%	125.86K	4.1M	-982	-0.77%
Mar 31, 2025	KERCHEVILLE ADVISORS, LLC	0.04%	35.54K	1.16M	6.38K	+21.90%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.75%	624.63K	20.33M	26.23K	+4.38%
Mar 31, 2025	LPL FINANCIAL LLC	0.72%	599.2K	19.5M	14.09K	+2.41%
Mar 31, 2025	CENTAURUS FINANCIAL, INC.	0.07%	55.51K	1.81M	2.97K	+5.65%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.04%	35.18K	1.14M	776	+2.26%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.04%	33.29K	1.08M	3.42K	+11.44%
Mar 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.07%	58.79K	1.91M	47.62K	+426.01%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.06%	46.97K	1.53M	25.66K	+120.36%
Mar 31, 2025	J.W. COLE ADVISORS, INC.	0.09%	77.85K	2.53M	-254.73K	-76.59%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.06%	54.12K	1.76M	2.14K	+4.12%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.26%	220.37K	7.17M	6.79K	+3.18%
Mar 31, 2025	ROYAL BANK OF CANADA	0.6%	501.15K	16.31M	10.19K	+2.08%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.59%	490.28K	15.89M	38.97K	+8.64%
Mar 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.22%	187.08K	6.09M	13.18K	+7.58%
Mar 31, 2025	JBR CO FINANCIAL MANAGEMENT INC	0.16%	136.11K	4.43M	12.94K	+10.51%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.16%	131.49K	4.28M	-10.82K	-7.61%
Mar 31, 2025	LIDO ADVISORS, LLC	0.18%	149.37K	4.86M	10.31K	+7.41%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.18%	149.31K	4.86M	4.98K	+3.45%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.08%	63K	2.05M	9.07K	+16.82%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.07%	59.54K	1.94M	59.54K	+100.00%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.04%	27.5K	741K	2.63K	+10.59%
Mar 31, 2024	SEMUS WEALTH PARTNERS LLC	0.04%	30.12K	812.03K	-709	-2.30%
Mar 31, 2024	CETERA ADVISORS LLC	0.04%	31.84K	858.49K	31.84K	+100.00%
Mar 31, 2024	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.05%	34.46K	928.91K	2.5K	+7.82%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.05%	36.36K	980.3K	4.66K	+14.71%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.05%	36.4K	981.25K	3.31K	+9.99%
Mar 31, 2024	MARINER, LLC	0.05%	37.49K	1.01M	37.49K	+100.00%
Mar 31, 2024	OPPENHEIMER & CO INC	0.06%	41.4K	1.12M	-567	-1.35%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.1%	73.31K	1.98M	73.31K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.1%	74.62K	2.01M	-1.93K	-2.52%
Mar 31, 2024	LONGVIEW WEALTH MANAGEMENT	0.11%	75.33K	2.03M	-867	-1.14%
Mar 31, 2024	REAVES W H & CO INC	0.12%	86.03K	2.32M	-5.52K	-6.03%
Mar 31, 2024	JBR CO FINANCIAL MANAGEMENT INC	0.16%	113.33K	3.06M	-4.13K	-3.52%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.18%	125.53K	3.38M	19.37K	+18.25%
Mar 31, 2024	LIDO ADVISORS, LLC	0.19%	135.27K	3.65M	26.79K	+24.69%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.2%	142.41K	3.84M	97.42K	+216.54%
Mar 31, 2024	UBS GROUP AG	0.22%	155.36K	4.19M	4.07K	+2.69%
Mar 31, 2024	STERLING INVESTMENT ADVISORS, LTD.	0.22%	156.78K	4.23M	33.73K	+27.41%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.23%	163.07K	4.4M	-1.82K	-1.11%
Mar 31, 2024	HBW ADVISORY SERVICES LLC	0.23%	167.7K	4.48M	0	0
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.25%	181.97K	4.91M	-11.98K	-6.18%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.28%	203.52K	5.49M	1.35K	+0.67%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.3%	213.63K	5.76M	213.63K	+100.00%
Mar 31, 2024	J.W. COLE ADVISORS, INC.	0.37%	266.52K	7.19M	23.86K	+9.83%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.39%	278.63K	7.47M	20.24K	+7.83%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.39%	280.81K	7.57M	-3.14K	-1.10%
Mar 31, 2024	LPL FINANCIAL LLC	0.47%	337.73K	9.11M	44.2K	+15.06%
Mar 31, 2024	CERTIFIED ADVISORY CORP	0.03%	19.68K	530.65K	-593	-2.92%
Mar 31, 2024	MERRION INVESTMENT MANAGEMENT CO, LLC	0.03%	20K	539.2K	0	0
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	20.35K	548.53K	10	+0.05%
Mar 31, 2024	VALEO FINANCIAL ADVISORS, LLC	0.03%	20.52K	540.02K	0	0
Mar 31, 2024	BIECHELE ROYCE ADVISORS	0.03%	22.15K	598K	1.4K	+6.75%
Mar 31, 2024	CREATIVE PLANNING	0.03%	23.29K	627.91K	1.21K	+5.48%
Mar 31, 2024	CENTAURUS FINANCIAL, INC.	0.03%	23.82K	642K	2.75K	+13.06%
Mar 31, 2024	BROOKSTONE CAPITAL MANAGEMENT	0.03%	23.9K	644.31K	2.37K	+11.02%
Mar 31, 2024	KOVACK ADVISORS, INC.	0.03%	24.02K	647.59K	-214	-0.88%
Mar 31, 2024	ARMOR INVESTMENT ADVISORS, LLC	0.04%	25.35K	683.41K	11.36K	+81.15%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	29.89K	805.7K	11.49K	+62.42%
Mar 31, 2024	NBC SECURITIES, INC.	0.06%	45.1K	1.22M	-27.59K	-37.96%
Mar 31, 2024	OAK FAMILY ADVISORS, LLC	0.06%	45.63K	1.23M	45.63K	+100.00%
Mar 31, 2024	AQUIRE WEALTH ADVISORS, LLC	0.07%	46.92K	1.26M	46.92K	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.07%	52.21K	1.41M	-11.6K	-18.17%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.08%	54.68K	1.47M	5.87K	+12.02%
Mar 31, 2024	MERCER GLOBAL ADVISORS INC /ADV	0.08%	56.2K	264K	6.43K	+12.91%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.08%	59.22K	1.6M	341	+0.58%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.09%	61.62K	1.66M	8.23K	+15.42%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.5%	361.04K	9.73M	20.66K	+6.07%
Mar 31, 2024	ROYAL BANK OF CANADA	0.56%	403.02K	10.87M	30.02K	+8.05%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.94%	673.04K	18.15M	-57.25K	-7.84%
Mar 31, 2024	MORGAN STANLEY	1.03%	737.91K	19.89M	11.16K	+1.54%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	88K	2.37M	2.89K	+3.39%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.13%	90.97K	2.45M	-21.3K	-18.97%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.14%	100.21K	2.7M	68.53K	+216.30%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.72%	517.23K	13.94M	43.93K	+9.28%
Mar 31, 2024	SIGMA PLANNING CORP	0.04%	26.11K	703.98K	14.06K	+116.63%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	27.37K	737.85K	3.38K	+14.10%
Mar 31, 2024	WEALTH EFFECTS LLC	0.09%	63.64K	1.72M	25.7K	+67.72%
Mar 31, 2024	GOOD LIFE ADVISORS, LLC	0.09%	67.12K	1.81M	-3.25K	-4.61%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.1%	69.53K	1.87M	10.9K	+18.59%
Mar 31, 2024	TRADITION WEALTH MANAGEMENT, LLC	0.1%	73K	1.97M	4.58K	+6.69%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.36%	258.39K	6.91M	10.4K	+4.19%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.4%	283.95K	7.59M	9.33K	+3.40%
Dec 31, 2023	LPL FINANCIAL LLC	0.41%	293.54K	7.85M	55.97K	+23.56%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.48%	340.38K	9.1M	-28.81K	-7.80%
Dec 31, 2023	ROYAL BANK OF CANADA	0.52%	373K	9.97M	18.16K	+5.12%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.66%	473.29K	12.66M	16.45K	+3.60%
Dec 31, 2023	MORGAN STANLEY	1.01%	726.75K	19.43M	17.84K	+2.52%
Dec 31, 2023	HBW ADVISORY SERVICES LLC	0.23%	167.7K	4.48M	2.59K	+1.57%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.27%	193.95K	5.19M	27.73K	+16.68%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.28%	202.16K	5.41M	4.45K	+2.25%
Dec 31, 2023	J.W. COLE ADVISORS, INC.	0.34%	242.66K	6.49M	221.49K	+1,046.51%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.02%	730.29K	19.53M	6.97K	+0.96%
Dec 31, 2023	BROOKSTONE CAPITAL MANAGEMENT	0.03%	21.53K	575.63K	-7.48K	-25.80%
Dec 31, 2023	CREATIVE PLANNING	0.03%	22.08K	590.41K	-3.07K	-12.22%
Dec 31, 2023	ATLAS BROWN,INC.	0.03%	22.33K	597.11K	-157	-0.70%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	23.99K	641.42K	1.84K	+8.29%
Dec 31, 2023	KOVACK ADVISORS, INC.	0.03%	24.24K	648.03K	2.18K	+9.89%
Dec 31, 2023		0.03%	24.27K	648.9K	11.69K	+92.90%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.03%	24.86K	665K	6.07K	+32.26%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.04%	25.81K	689K	7.42K	+40.33%
Dec 31, 2023	AE WEALTH MANAGEMENT LLC	0.04%	27.64K	727.54K	298	+1.09%
Dec 31, 2023	SEMUS WEALTH PARTNERS LLC	0.04%	30.83K	824.37K	-2.9K	-8.61%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.04%	31.68K	832.5K	31.61K	+41,045.45%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.04%	31.7K	847.57K	-7.68K	-19.50%
Dec 31, 2023	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.04%	31.96K	854.48K	12.4K	+63.41%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.05%	33.09K	884.81K	-1.82K	-5.22%
Dec 31, 2023	WEALTH EFFECTS LLC	0.05%	37.94K	1.01M	37.94K	+100.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.06%	41.97K	1.12M	3	+0.01%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.06%	44.99K	1.2M	3.84K	+9.32%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.07%	48.81K	1.31M	-6.2K	-11.27%
Dec 31, 2023	MERCER GLOBAL ADVISORS INC /ADV	0.07%	49.77K	50K	49.77K	+100.00%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.07%	51.92K	1.39M	51.92K	+100.00%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.07%	53.39K	1.43M	19.28K	+56.54%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.08%	58.63K	1.57M	-21.74K	-27.05%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.08%	58.88K	1.59M	798	+1.37%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.09%	63.8K	1.71M	20.9K	+48.70%
Dec 31, 2023	TRADITION WEALTH MANAGEMENT, LLC	0.1%	68.42K	1.83M	-5.71K	-7.70%
Dec 31, 2023	GOOD LIFE ADVISORS, LLC	0.1%	70.37K	1.88M	963	+1.39%
Dec 31, 2023	NBC SECURITIES, INC.	0.1%	72.69K	1.94M	-87	-0.12%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.11%	76.55K	2.05M	-9.53K	-11.07%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.12%	85.11K	2.28M	5.49K	+6.89%
Dec 31, 2023	REAVES W H & CO INC	0.13%	91.55K	2.45M	-3.12K	-3.30%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.15%	106.16K	2.84M	19.12K	+21.97%
Dec 31, 2023	LIDO ADVISORS, LLC	0.15%	108.49K	2.92M	108.49K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.16%	112.26K	3M	-4.39K	-3.77%
Dec 31, 2023	STERLING INVESTMENT ADVISORS, LTD.	0.17%	123.04K	3.29M	123.04K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.21%	151.29K	4.05M	-12.16K	-7.44%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.23%	164.89K	4.41M	3.78K	+2.35%

Insiders

Among the UTG insiders holding of 0.03% of the stake in company, SORENSON RONALD JAMES, , holds the largest shares of 27.57K. CIMINO LOUIS FRANCISCO, , is the second largest UTG insider with ownership of 14.96K shares. RHAME JOSEPH BURNS III, Officer of Investment Advisor, stands third with possession of 13.56K shares of that stake.

Insiders	Designation	Shares Held
SORENSON RONALD JAMES		27.57K
CIMINO LOUIS FRANCISCO		14.96K
RHAME JOSEPH BURNS III	Officer of Investment Advisor	13.56K
BARTLETT JOHN PRENTISS		7.32K
FERER WILLIAM AVRUM		5.7K
LEGG JOELLEN	director	3.2K
PAPASAN LARRY W	director	2.51K
ANSTINE MARY K		1.78K
MAY JEREMY O		1.42K
WEEKS BRIAN WALLACE		799
PORTER TIMOTHY OTTAVIANO		400
BANK OF AMERICA CORP /DE/	10 percent owner	350
CORY JOHN ALLEN TISON	Secretary	300
WILHELM ROWLAND OTTO JR		300
NORDBERG E WAYNE		40
HARMKE THOMAS W		0
GRIMES THOMAS MICHAEL		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 23, 2025	RHAME JOSEPH BURNS III	PURCHASE	37.80	2.7K	102.06K	13.56K
Dec 16, 2024	LEGG JOELLEN	PURCHASE	32.93	298	9.81K	3.2K
Nov 15, 2024	LEGG JOELLEN	PURCHASE	33.32	294	9.8K	2.89K
Oct 15, 2024	LEGG JOELLEN	PURCHASE	32.63	300	9.79K	2.57K
Sep 17, 2024	LEGG JOELLEN	PURCHASE	31.69	310	9.82K	2.27K
Mar 25, 2024	LEGG JOELLEN	PURCHASE	26.46	1.89K	50.01K	1.89K
Oct 23, 2023	GRIMES THOMAS MICHAEL	SALE	23.62	15.22K	359.56K	0
Mar 15, 2023	RHAME JOSEPH BURNS III	PURCHASE	27.30	500	13.65K	7.45K
Feb 14, 2023	RHAME JOSEPH BURNS III	PURCHASE	29.63	500	14.82K	5.78K
Oct 04, 2022	RHAME JOSEPH BURNS III	PURCHASE	28.24	400	11.3K	5.12K
Sep 30, 2022	RHAME JOSEPH BURNS III	PURCHASE	27.60	200	5.52K	4.52K
Sep 22, 2022	RHAME JOSEPH BURNS III	PURCHASE	30.25	190	5.75K	4.32K
Sep 21, 2022	RHAME JOSEPH BURNS III	PURCHASE	31.04	200	6.21K	4.13K
Nov 03, 2021	HARMKE THOMAS W	SALE	34.01	263	8.93K	0
Sep 10, 2020	CIMINO LOUIS FRANCISCO	PURCHASE	31.61	1K	31.61K	14.96K
Feb 28, 2020	CIMINO LOUIS FRANCISCO	PURCHASE	32.08	400	12.83K	13.96K
Feb 26, 2020	RHAME JOSEPH BURNS III	PURCHASE	36.50	100	3.65K	3.23K
Feb 25, 2020	CIMINO LOUIS FRANCISCO	PURCHASE	36.84	400	14.74K	13.56K
Dec 30, 2019	RHAME JOSEPH BURNS III	PURCHASE	37.29	161	6K	3.12K
Aug 02, 2019	RHAME JOSEPH BURNS III	PURCHASE	36.34	2.1K	76.31K	2.89K
Jul 05, 2019	WILHELM ROWLAND OTTO JR	SALE	35.94	273	9.81K	300
Dec 31, 2018	SORENSON RONALD JAMES	PURCHASE	29.46	1K	29.46K	27.57K
Dec 27, 2018	CIMINO LOUIS FRANCISCO	PURCHASE	28.41	100	2.84K	13.16K
Dec 18, 2018	CIMINO LOUIS FRANCISCO	PURCHASE	30.10	225	6.77K	13.06K
Sep 27, 2018	CIMINO LOUIS FRANCISCO	PURCHASE	30.31	225	6.82K	12.83K
Jun 05, 2018	CIMINO LOUIS FRANCISCO	PURCHASE	28.29	250	7.07K	12.61K
Mar 15, 2018	CIMINO LOUIS FRANCISCO	PURCHASE	28.41	200	5.68K	12.36K
Oct 16, 2017	MAY JEREMY O	PURCHASE	29.93	200	5.99K	1.42K
Oct 11, 2017	MAY JEREMY O	PURCHASE	29.93	408	12.21K	1.63K
Oct 11, 2017	FERER WILLIAM AVRUM	PURCHASE	29.93	700	20.95K	5.7K
Oct 11, 2017	WEEKS BRIAN WALLACE	PURCHASE	29.93	133	3.98K	799
Oct 11, 2017	CIMINO LOUIS FRANCISCO	PURCHASE	29.93	4.09K	122.38K	12.16K
Oct 11, 2017	WILHELM ROWLAND OTTO JR	PURCHASE	29.93	67	2.01K	267
Oct 11, 2017	SORENSON RONALD JAMES	PURCHASE	29.93	6.1K	182.63K	24.58K
Dec 07, 2016	BARTLETT JOHN PRENTISS	SALE	30.06	176	5.29K	7.32K
Oct 06, 2016	CIMINO LOUIS FRANCISCO	PURCHASE	29.39	250	7.35K	8.07K
Jun 28, 2016	CIMINO LOUIS FRANCISCO	PURCHASE	31.38	150	4.71K	7.82K
May 25, 2016	SORENSON RONALD JAMES	PURCHASE	29.95	100	2.99K	16.55K
Apr 15, 2016	CIMINO LOUIS FRANCISCO	PURCHASE	29.95	100	3K	7.67K
Jan 08, 2016	CIMINO LOUIS FRANCISCO	PURCHASE	25.80	100	2.58K	7.57K
Dec 21, 2015	ANSTINE MARY K	PURCHASE	23.99	445	10.68K	1.78K
Dec 21, 2015	CIMINO LOUIS FRANCISCO	PURCHASE	23.99	2.47K	59.18K	7.47K
Dec 21, 2015	FERER WILLIAM AVRUM	PURCHASE	23.99	1.17K	28.02K	5K
Dec 21, 2015	PORTER TIMOTHY OTTAVIANO	PURCHASE	23.99	400	9.6K	400
Dec 21, 2015	SORENSON RONALD JAMES	PURCHASE	23.99	4.3K	103.16K	16.03K
Dec 21, 2015	MAY JEREMY O	PURCHASE	23.99	245	5.88K	979
Oct 26, 2015	CIMINO LOUIS FRANCISCO	PURCHASE	29.98	400	11.99K	5K
Aug 12, 2015	SORENSON RONALD JAMES	PURCHASE	29.49	1K	29.49K	11.48K
Mar 12, 2015	CIMINO LOUIS FRANCISCO	PURCHASE	29.55	100	2.96K	4.6K
Mar 25, 2014	SORENSON RONALD JAMES	PURCHASE	27.50	1.92K	52.7K	9.68K
Dec 19, 2013	SORENSON RONALD JAMES	PURCHASE	24.39	4.5K	109.76K	7.67K
Dec 18, 2013	SORENSON RONALD JAMES	PURCHASE	24.21	500	12.11K	3.17K
Nov 08, 2013	PORTER TIMOTHY OTTAVIANO	SALE	25.18	500	12.59K	0
Aug 20, 2012	MAY JEREMY O	PURCHASE	24.41	184	4.49K	734
Aug 16, 2012	BARTLETT JOHN PRENTISS	PURCHASE	24.41	5K	122.05K	7.5K
Aug 16, 2012	FERER WILLIAM AVRUM	PURCHASE	24.41	1.33K	32.51K	3.83K
Aug 16, 2012	CIMINO LOUIS FRANCISCO	PURCHASE	24.41	1.5K	36.62K	4.5K
Aug 16, 2012	CORY JOHN ALLEN TISON	PURCHASE	24.41	200	4.88K	300
Aug 16, 2012	SORENSON RONALD JAMES	PURCHASE	24.41	667	16.28K	2.67K
Aug 08, 2012	ANSTINE MARY K	PURCHASE	24.41	334	8.15K	1.33K
Aug 08, 2012	NORDBERG E WAYNE	PURCHASE	24.41	10	244.1	40
Jul 02, 2012	CORY JOHN ALLEN TISON	PURCHASE	27.15	100	2.72K	100
Dec 21, 2011	PAPASAN LARRY W	PURCHASE	25.86	1K	25.86K	2.51K
Dec 21, 2011	SORENSON RONALD JAMES	PURCHASE	25.99	2K	51.97K	2K
Oct 05, 2011	MAY JEREMY O	PURCHASE	23.31	550	12.82K	550
Jul 22, 2011	ANSTINE MARY K	PURCHASE	25.50	400	10.2K	400
Jan 21, 2011	BANK OF AMERICA CORP /DE/	PURCHASE	21.90	350	7.67K	350
Apr 13, 2010	BANK OF AMERICA CORP /DE/	PURCHASE	19.81	50	990.5	50
Mar 19, 2010	BANK OF AMERICA CORP /DE/	PURCHASE	19.54	316	6.17K	316
Mar 03, 2010	BANK OF AMERICA CORP /DE/	SALE	19.31	100	1.93K	100
Feb 09, 2010	BANK OF AMERICA CORP /DE/	SALE	19.06	327	6.23K	338
Jan 21, 2010	BANK OF AMERICA CORP /DE/	SALE	21.91	350	7.67K	0
Dec 23, 2009	BANK OF AMERICA CORP /DE/	PURCHASE	18.26	625	11.41K	625

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2.7K1

SALES00

NET SHARES2.7K1

SHARES HELD13.56K1

% NET SHARES-80.09%0%

Frequently Asked Questions