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 | $46M | 0% | Jun 2026 |
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| LPL Financial | 1.2M | $34M | 7% | Jun 2026 |
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| North Star Investment Management | 218k | $6.3M | 28% | Jun 2026 |
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| Janney Montgomery Scott | 208k | $6.0M | 20% | Jun 2026 |
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| Rockefeller Capital Management | 203k | $5.8M | 7% | Jun 2026 |
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| Chicago Partners Investment | 197k | $5.9M | 101% | Jun 2026 |
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| Stifel Financial | 159k | $4.6M | 15% | Jun 2026 |
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| Miller Global Investments | 114k | $3.3M | 0% | Jun 2026 |
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| Royal Bank of Canada | 114k | $3.3M | 29% | Jun 2026 |
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| Garden State Investment Advisory Services | 90k | $2.6M | -9% | Jun 2026 |
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| Commonwealth Equity Services | 89k | $2.6M | 35% | Jun 2026 |
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| Morgan Stanley | 88k | $2.5M | 100% | Mar 2026 |
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| Clear Trail Advisors | 63k | $1.8M | 5% | Jun 2026 |
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| Cambridge Investment Research Advisors | 45k | $1.3M | 54% | Jun 2026 |
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| Advisor Group Holdings | 43k | $1.3M | 87% | Jun 2026 |
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| Wealthcare Advisory Partners | 43k | $1.2M | 42% | Jun 2026 |
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| Oppenheimer & Co | 29k | $833k | 47% | Jun 2026 |
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| Old Mission Capital | 26k | $755k | 100% | Jun 2026 |
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| Tandem Financial | 25k | $729k | -2% | Jun 2026 |
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| Jane Street | 25k | $713k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 20k | $570k | -4% | Jun 2026 |
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| GRT Capital Partners | 18k | $504k | -6% | Jun 2026 |
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| Silver Oak Securities | 16k | $459k | 8% | Jun 2026 |
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| Tactive Advisors | 13k | $360k | 9% | Jun 2026 |
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| Streettalk Advisors | 12k | $333k | -5% | Jun 2026 |
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| Envestnet Asset Management | 9.5k | $275k | -4% | Jun 2026 |
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| Beacon Pointe Advisors | 8.8k | $254k | 100% | Jun 2026 |
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| Equitable Holdings | 7.0k | $202k | 100% | Jun 2026 |
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| Founders Financial Alliance | 5.7k | $163k | 0% | Jun 2026 |
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| Parallel Advisors | 5.6k | $161k | 0% | Jun 2026 |
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| Mercer Global Advisors | 3.8k | $109k | 100% | Jun 2026 |
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| Chilton Capital Management | 2.0k | $58k | 100% | Jun 2026 |
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| Private Trust Co Na | 726.00 | $21k | 48% | Jun 2026 |
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| Bessemer | 500.00 | $14k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 462.00 | $13k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 462.00 | $13k | 100% | Jun 2026 |
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| Sunbelt Securities | 200.00 | $5.7k | 100% | Mar 2026 |
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| Key FInancial | 150.00 | $4.3k | 100% | Jun 2026 |
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| Simplex Trading | 10.00 | $288.000000 | 100% | Jun 2026 |
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Who sold out of Ultimus Managers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Mar 2026 | 757.00 | $22k |
| AE Wealth Management | Mar 2026 | 159.00 | $4.5k |