Who owns UNIFIED SER TR?
- Ticker: MGMT
- CUSIP Number: 90470l550
Tip: Access positions for across all investors
Analyze quarterly positions in Unified Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Unified Ser Tr stock
Who bought or sold UNIFIED SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 484k | $18M | 8% | Mar 2024 |
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| HighTower Advisors | 357k | $13M | 7% | Dec 2023 |
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| Stifel Financial | 238k | $8.8M | 3% | Dec 2023 |
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| Hedeker Wealth Management | 166k | $6.3M | 11% | Mar 2024 |
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| Raymond James & Associates | 128k | $4.8M | 35% | Mar 2024 |
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| Rockefeller Capital Management | 103k | $3.8M | 24% | Dec 2023 |
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| Steward Partners Investment Advisory | 88k | $3.3M | 19% | Dec 2023 |
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| TNB Financial | 71k | $2.7M | 4% | Mar 2024 |
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| First City Capital Management | 62k | $2.1M | 0% | Dec 2023 |
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| Weaver Consulting Group | 61k | $2.3M | 10% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 54k | $2.0M | 61% | Dec 2023 |
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| Cape Investment Advisory | 49k | $1.8M | 21% | Dec 2023 |
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| Resource Planning Group | 46k | $1.7M | -28% | Dec 2023 |
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| Mercer Global Advisors | 46k | $1.7M | -28% | Dec 2023 |
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| Janney Montgomery Scott | 44k | $1.7M | 70% | Mar 2024 |
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| Raymond James Financial Services Advisors | 43k | $1.6M | -55% | Mar 2024 |
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| Nations Financial Group | 33k | $1.2M | 194% | Mar 2024 |
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| Benjamin F. Edwards & Company | 25k | $941k | 1% | Mar 2024 |
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| Argent Trust | 23k | $838k | -17% | Dec 2023 |
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| Toroso Investments | 21k | $767k | -33% | Dec 2023 |
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| HB Wealth Management | 11k | $417k | 1% | Mar 2024 |
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| Centric Wealth Management | 11k | $389k | 0% | Mar 2024 |
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| Raymond James Trust | 7.6k | $289k | -24% | Mar 2024 |
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| Prime Capital Investment Advisors | 7.1k | $262k | 100% | Dec 2023 |
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| Strategic Blueprint | 6.0k | $229k | -12% | Mar 2024 |
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| Advisor Group Holdings | 1.2k | $45k | 11% | Dec 2023 |
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| UBS Group | 676.00 | $25k | 248% | Dec 2023 |
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| IFP Advisors | 179.00 | $6.6k | 100% | Dec 2023 |
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| Wells Fargo & Company | 1.00 | $34.000000 | 100% | Dec 2023 |
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