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Disclosery

UI UBIQUITI INC

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COM (common), issuer CIK 1511737

258 managers (259 13F filers) reported a position in UI shares at 2024-12-31, 2,438,486 shares in all. 60 filers opened a position and 19 filers sold out during the quarter.

Managers
258
13F filers
259
New
60
Added
72
Reduced
73
Sold out
19
Shares held by filers
2,438,486

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital Advisors, Ltd. LLC79$26K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC76$25.5K<0.01%+213F-HRTimeline
Steward Partners Investment Advisory, L…76$25.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…76$25.2K<0.01%+1513F-HRTimelineGroup
TD Waterhouse Canada Inc.75$24.9K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC75$24.9K0.01%013F-HRTimeline
GeoWealth Management, LLC73$24.2K<0.01%+413F-HRTimeline
First Horizon Advisors, Inc.62$20.6K<0.01%+213F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.60$20K0.01%new13F-HRTimeline
Amundiin group Amundi53$18.9K<0.01%013F-HRTimelineGroup
New England Capital Financial Advisors …56$18.4K0.01%-4913F-HRTimeline
Covestor Ltd55$18K0.01%-21113F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co54$18K<0.01%new13F-HRTimelineGroup
Brooklyn Investment Group52$17.3K0.01%+2813F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.50$16.6K<0.01%-313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.43$14.3K<0.01%013F-HRTimeline
True Wealth Design, LLC39$12.9K0.01%-613F-HRTimeline
Park Square Financial Group, LLC38$12.6K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.34$12.1K<0.01%013F-HRTimelineGroup
COMERICA BANK35$11.6K<0.01%-2913F-HR/ATimeline
FLP Wealth Management, LLC32$10.7K0.03%13F-HRTimeline
SBI Securities Co., Ltd.27$8.96K<0.01%13F-HRTimeline
VEGA INVESTMENT SOLUTIONS25$8.3K0.01%13F-HRTimeline
Aviso Financial Inc.25$8.3K<0.01%013F-HRTimeline
DT Investment Partners, LLC24$7.97K<0.01%013F-HRTimeline
Avior Wealth Management, LLC21$6.97K<0.01%+813F-HRTimeline
Versant Capital Management, Inc19$6.31K<0.01%+1413F-HRTimeline
Quest 10 Wealth Builders, Inc.19$6.31K0.01%13F-HRTimeline
Sachetta, LLC18$5.97K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC16$5.31K<0.01%013F-HRTimeline
IFP Advisors, Inc16$5.31K<0.01%-5913F-HRTimeline
Hemington Wealth Management18$5K<0.01%-113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…11$4.58K<0.01%+1113F-HRTimeline
Parkside Financial Bank & Trust13$4.32K<0.01%013F-HRTimeline
Altshuler Shaham Ltd12$3.98K<0.01%-813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12$3.98K<0.01%-1813F-HRTimeline
WealthCollab, LLC11$3.65K<0.01%+613F-HRTimeline
Transce3nd, LLC11$3.65K<0.01%13F-HRTimeline
Pineridge Advisors LLC10$3.34K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…10$3.32K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.10$3.32K<0.01%013F-HRTimeline
Global Retirement Partners, LLC10$3.32K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.8$2.68K<0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd7$2.32K<0.01%13F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB6$1.99K<0.01%new13F-HRTimeline
Blue Trust, Inc.6$1.99K<0.01%-7413F-HR/ATimeline
Bell Investment Advisors, Inc5$1.66K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC5$1.66K<0.01%013F-HRTimeline
MAI Capital Management4$1.33K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.4$1.33K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC4$1.33K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4$1.33K<0.01%new13F-HRTimelineGroup
Capital A Wealth Management, LLC4$1.33K<0.01%13F-HRTimeline
New Millennium Group LLC3$996<0.01%new13F-HRTimeline
AlphaQuest LLC2$664<0.01%-95013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$332<0.01%013F-HRTimeline
Abound Wealth Management1$332<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC1$332<0.01%13F-HRTimeline