Who owns ULTIMUS MANAGERS TR?
- Ticker: MDST
- CUSIP Number: 90386k589
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Analyze quarterly positions in Ultimus Managers Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ultimus Managers Tr stock
Who bought or sold ULTIMUS MANAGERS TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Westwood Holdings | 1.6M | $42M | -1% | Dec 2025 |
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| LPL Financial | 1.0M | $27M | 21% | Dec 2025 |
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| Janney Montgomery Scott | 174k | $4.6M | 35% | Dec 2025 |
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| Stifel Financial | 115k | $3.0M | 16% | Dec 2025 |
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| Miller Global Investments | 114k | $3.0M | 100% | Dec 2025 |
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| Rockefeller Capital Management | 94k | $2.5M | 100% | Dec 2025 |
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| North Star Investment Management | 72k | $1.9M | 181% | Dec 2025 |
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| Royal Bank of Canada | 69k | $1.8M | 1496% | Sep 2025 |
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| Jane Street | 43k | $1.1M | 35% | Dec 2025 |
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| Cambridge Investment Research Advisors | 27k | $718k | 59% | Dec 2025 |
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| Clear Trail Advisors | 26k | $687k | 100% | Dec 2025 |
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| Advisor Group Holdings | 25k | $659k | 47% | Dec 2025 |
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| Wealthcare Advisory Partners | 23k | $608k | 18% | Dec 2025 |
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| Steward Partners Investment Advisory | 21k | $561k | -35% | Dec 2025 |
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| Old Mission Capital | 21k | $559k | 115% | Dec 2025 |
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| Oppenheimer & Co | 21k | $551k | 100% | Dec 2025 |
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| Silver Oak Securities | 15k | $404k | -11% | Dec 2025 |
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| Commonwealth Equity Services | 14k | $374k | 100% | Dec 2025 |
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| Tactive Advisors | 11k | $294k | -6% | Dec 2025 |
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| GRT Capital Partners | 10k | $270k | -10% | Dec 2025 |
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| Streettalk Advisors | 7.6k | $202k | 0% | Dec 2025 |
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| Founders Financial Alliance | 5.7k | $149k | 100% | Dec 2025 |
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| Parallel Advisors | 5.6k | $148k | 100% | Dec 2025 |
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| Bessemer | 500.00 | $13k | 100% | Dec 2025 |
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| Private Trust Co Na | 492.00 | $13k | 0% | Dec 2025 |
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Who sold out of Ultimus Managers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 19k | $525k |
| Tandem Financial | Sep 2025 | 7.6k | $204k |
| Two Sigma Securities | Sep 2025 | 7.5k | $201k |
| Advisory Services Network | Sep 2025 | 557.00 | $15k |