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Global X Uranium ETF (URA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Global X Uranium ETF (NYSEARCA:URA)

Number of
Institutional Buyers
(last 12 months)
198
Total
Institutional Inflows
(last 12 months)
$531.72M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$125.48M
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URA Institutional Buying and Selling by Quarter

Global X Uranium ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Archford Capital Strategies LLC18,340$491K0.1%+49.8%0.017%
1/21/2025Juncture Wealth Strategies LLC151,971$4.07M1.5%+2.4%0.143%
1/21/2025Cyndeo Wealth Partners LLC380,099$10.18M0.7%+1.4%0.357%
1/21/2025Geneos Wealth Management Inc.45,864$1.23M0.0%+13.8%0.043%
1/21/2025PCG Wealth Advisors LLC67,203$1.80M0.7%+10.2%0.063%
1/21/2025Black Point Wealth Management26,639$713K0.8%-2.5%0.025%
1/17/2025 Apeiron RIA LLC19,625$526K0.1%+53.9%0.018%
1/17/2025 Janney Montgomery Scott LLC82,804$2.22M0.0%+46.4%0.078%
1/17/2025 Lake Hills Wealth Management LLC61,337$1.64M1.1%+51.1%0.058%
1/17/2025 SG Americas Securities LLC71,742$1.92M0.0%+86.6%0.067%
1/17/2025 AFG Fiduciary Services Limited Partnership13,449$372K0.1%+5.3%0.013%
1/17/2025 Alpha Cubed Investments LLC46,918$1.26M0.1%N/A0.044%
1/16/2025 Ulland Investment Advisors LLC5,125$137K0.1%N/A0.005%
1/16/2025 Harbor Investment Advisory LLC1,550$42K0.0%+106.7%0.001%
1/16/2025 Lionsbridge Wealth Management LLC12,530$336K0.3%N/A0.012%
1/16/2025 SFG Wealth Management LLC.42,771$1.15M0.6%-1.4%0.040%
1/15/2025 Krilogy Financial LLC13,266$355K0.0%N/A0.012%
1/15/2025 Arkadios Wealth Advisors17,525$469K0.0%-4.6%0.016%
1/15/2025 Merit Financial Group LLC49,084$1.31M0.0%+20.5%0.046%
1/15/2025 Wealthcare Advisory Partners LLC11,309$303K0.0%-29.6%0.011%
1/14/2025 HCR Wealth Advisors10,585$283K0.0%N/A0.010%
1/14/2025 Laurel Wealth Advisors LLC1,000$27K0.0%N/A0.001%
1/14/2025 Park Avenue Securities LLC7,977$214K0.0%+10.5%0.007%
1/14/2025 KWB Wealth11,090$317K0.0%-23.1%0.010%
1/13/2025 Cooper Financial Group17,981$482K0.1%-9.2%0.017%
1/13/2025 Brookstone Capital Management13,491$361K0.0%-8.8%0.013%
1/10/2025 HBW Advisory Services LLC17,669$473K0.1%-2.5%0.017%
1/10/2025 Heartwood Wealth Advisors LLC586,722$15.71M1.8%+1.0%0.551%
1/6/2025 Fortem Financial Group LLC353,831$9.48M3.7%+0.7%0.332%
1/2/2025 Confluence Investment Management LLC470,405$12.60M0.2%+4.5%0.441%
12/26/2024JPMorgan Chase & Co.13,385,864$382.97M0.0%+50.9%12.563%
12/16/2024SMART Wealth LLC27,059$774K0.3%-14.9%0.025%
11/25/2024Tidal Investments LLC7,483$214K0.0%N/A0.007%
11/25/2024Wilmington Savings Fund Society FSB21,172$606K0.0%N/A0.020%
11/25/2024Sanctuary Advisors LLC80,391$2.30M0.0%+231.4%0.075%
11/25/2024Pine Valley Investments Ltd Liability Co47,999$1.37M0.1%+20.2%0.045%
11/18/2024 Fortem Financial Group LLC351,300$10.05M4.1%+46.1%0.330%
11/15/2024Barclays PLC97,590$2.79M0.0%-45.2%0.092%
11/15/2024MML Investors Services LLC38,396$1.10M0.0%-27.7%0.036%
11/15/2024National Bank of Canada FI641,797$18.36M0.0%+1.9%0.602%
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11/15/2024Stevens Capital Management LP13,700$392K0.1%N/A0.013%
11/15/2024Stifel Financial Corp1,343,477$38.44M0.0%+8.3%1.261%
11/15/2024Swmg LLC14,488$437K0.2%-19.9%0.014%
11/15/2024IHT Wealth Management LLC39,465$1.13M0.0%-74.7%0.037%
11/15/2024Integrated Wealth Concepts LLC10,150$290K0.0%N/A0.010%
11/15/2024Itau Unibanco Holding S.A.39,994$1.14M0.0%-95.0%0.038%
11/15/2024HighTower Advisors LLC92,842$2.66M0.0%-31.5%0.087%
11/15/2024Clear Street Derivatives LLC219,600$6.28M0.1%N/A0.206%
11/15/2024Concentric Capital Strategies LP210,043$6.01M0.2%-12.7%0.197%
11/15/2024Benjamin Edwards Inc.968,228$27.70M0.4%+2,106.1%0.909%
11/14/2024Hhlr Advisors LTD.100,000$2.86M0.1%-16.7%0.094%
11/14/2024Rockefeller Capital Management L.P.40,971$1.17M0.0%-34.4%0.038%
11/14/2024CreativeOne Wealth LLC13,919$398K0.0%N/A0.013%
11/13/2024Bridgewater Associates LP1,249,576$35.75M0.2%-12.4%1.173%
11/13/2024Townsquare Capital LLC16,383$469K0.0%-91.5%0.015%
11/13/2024BNP Paribas Financial Markets927,922$26.55M0.0%+742.7%0.871%
11/13/2024FMR LLC2,544$73K0.0%-25.1%0.002%
11/13/2024D.A. Davidson & CO.56,344$1.61M0.0%N/A0.053%
11/13/2024Bank of Montreal Can172,920$5.03M0.0%+17.3%0.162%
11/12/2024Kingsview Wealth Management LLC26,431$756K0.0%N/A0.025%
11/12/2024Great Valley Advisor Group Inc.24,383$697K0.0%+4.2%0.023%
11/12/2024GenTrust LLC641,158$18.34M0.9%+13.7%0.602%
11/9/2024Cypress Capital Group36,510$1.05M0.1%N/A0.034%
11/8/2024Moors & Cabot Inc.7,850$225K0.0%+6.8%0.007%
11/8/2024Prospera Private Wealth LLC199,345$5.70M1.1%-0.9%0.187%
11/8/2024PNC Financial Services Group Inc.33,213$950K0.0%+1.6%0.031%
11/7/2024Tidemark LLC4,181$120K0.0%+74.8%0.004%
11/7/2024Thrivent Financial for Lutherans12,140$347K0.0%N/A0.011%
11/6/2024WESPAC Advisors SoCal LLC30,185$864K0.2%-35.8%0.028%
11/6/2024Mizuho Markets Americas LLC50,784$1.45M0.0%+105.2%0.048%
11/6/2024Koa Wealth Management LLC69,468$1.99M1.5%+509.1%0.065%
11/6/2024Oppenheimer & Co. Inc.35,232$1.01M0.0%-60.5%0.033%
11/5/2024OVERSEA CHINESE BANKING Corp Ltd26,563$760K0.0%+40.8%0.025%
11/5/2024Nations Financial Group Inc. IA ADV19,388$555K0.0%-17.1%0.018%
11/2/2024Avid Wealth Partners LLC299,069$8.56M6.1%+24.9%0.281%
11/1/2024Atria Investments Inc17,125$490K0.0%-21.2%0.016%
11/1/2024Klingman & Associates LLC8,605$246K0.0%N/A0.008%
11/1/2024Capital Performance Advisors LLP2,328$67K0.0%N/A0.002%
11/1/2024Lewis Asset Management LLC10,621$304K0.2%+8.2%0.010%
10/31/2024 Confluence Investment Management LLC449,959$12.87M0.2%+7.4%0.422%
10/31/2024Walkner Condon Financial Advisors LLC19,928$570K0.1%+12.6%0.019%
10/31/2024Smart Portfolios LLC54,494$1.56M1.6%N/A0.051%
10/31/2024Spinnaker Trust345,174$9.88M0.6%-0.9%0.324%
10/29/2024Centennial Bank AR20,300$581K0.3%N/A0.019%
10/29/2024 Janney Montgomery Scott LLC56,578$1.62M0.0%+40.8%0.053%
10/29/2024Farther Finance Advisors LLC5,858$168K0.0%-64.0%0.005%
10/28/2024Gladstone Institutional Advisory LLC16,363$468K0.0%+4.3%0.015%
10/28/2024Focus Financial Network Inc.18,942$542K0.0%N/A0.018%
10/28/2024Stephens Inc. AR22,558$645K0.0%+7.3%0.021%
10/25/2024Financial Advocates Investment Management24,188$701K0.0%-57.8%0.023%
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10/25/2024Eagle Strategies LLC351,082$10.04M1.8%+38.9%0.329%
10/25/2024Fidelis Capital Partners LLC25,844$816K0.1%+47.0%0.024%
10/24/2024Riggs Asset Managment Co. Inc.102,478$2.93M0.8%-73.5%0.096%
10/24/2024 Wealth Enhancement Advisory Services LLC228,809$6.55M0.0%-4.1%0.215%
10/23/2024Mirae Asset Global Investments Co. Ltd.23,180$675K0.0%N/A0.022%
10/23/2024Pettinga Financial Advisors LLC18,156$519K0.1%+13.5%0.017%
10/23/2024Lake Street Advisors Group LLC79,932$2.29M0.1%+458.7%0.075%
10/23/2024Moody Lynn & Lieberson LLC82,893$2.37M0.1%N/A0.078%
10/23/2024Fiduciary Planning LLC67,775$1.94M0.7%+7.9%0.064%
10/23/2024Spectrum Asset Management Inc. NB CA65,675$1.88M0.8%N/A0.062%
(Data available from 1/1/2016 forward)

URA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of URA shares?

During the previous two years, 299 institutional investors and hedge funds held shares of Global X Uranium ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($382.97M), Phoenix Holdings Ltd. ($69.88M), Castle Hook Partners LP ($52.86M), LPL Financial LLC ($46.83M), Kapitalo Investimentos Ltda ($39.62M), Stifel Financial Corp ($38.44M), and Bridgewater Associates LP ($35.75M).Learn more on URA's institutional investors.

Which institutional investors have been buying Global X Uranium ETF stock?

Of the 262 institutional investors that purchased Global X Uranium ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($4.51M), Phoenix Holdings Ltd. ($3.47M), Itau Unibanco Holding S.A. ($1.41M), BlueCrest Capital Management Ltd ($1.30M), Stifel Financial Corp ($1.21M), Castle Hook Partners LP ($1.03M), and Benjamin Edwards Inc. ($968.23K).

How much institutional buying is happening at Global X Uranium ETF?

Institutional investors have bought a total of 33,291,665 shares in the last 24 months. This purchase volume represents approximately $860.20M in transactions.

Which Global X Uranium ETF major shareholders have been selling company stock?

Of the 125 institutional investors that sold Global X Uranium ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management ($1.03M), Itau Unibanco Holding S.A. ($949.46K), Windmill Hill Asset Management Ltd ($688.60K), Jane Street Group LLC ($465.04K), GenTrust LLC ($299.54K), Riggs Asset Managment Co. Inc. ($284.14K), and Money Design Co. Ltd. ($191.50K).

How much institutional selling is happening at Global X Uranium ETF?

Institutional investors have sold a total of 7,533,933 shares in the last 24 months. This volume of shares sold represents approximately $194.85M in transactions.



This page (NYSEARCA:URA) was last updated on 1/21/2025 by MarketBeat.com Staff
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