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 | $45M | 1% | Mar 2026 |
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| LPL Financial | 1.1M | $32M | 8% | Mar 2026 |
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| Rockefeller Capital Management | 189k | $5.4M | 100% | Mar 2026 |
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| Janney Montgomery Scott | 173k | $5.0M | -1% | Mar 2026 |
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| North Star Investment Management | 170k | $4.9M | 136% | Mar 2026 |
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| Stifel Financial | 138k | $3.9M | 20% | Mar 2026 |
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| Miller Global Investments | 114k | $3.3M | 0% | Mar 2026 |
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| Garden State Investment Advisory Services | 99k | $2.8M | 100% | Mar 2026 |
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| Chicago Partners Investment | 98k | $2.7M | 100% | Mar 2026 |
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| Morgan Stanley | 88k | $2.5M | 100% | Mar 2026 |
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| Royal Bank of Canada | 88k | $2.5M | 28% | Mar 2026 |
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| Commonwealth Equity Services | 66k | $1.9M | 363% | Mar 2026 |
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| Clear Trail Advisors | 60k | $1.7M | 129% | Mar 2026 |
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| Wealthcare Advisory Partners | 30k | $870k | 32% | Mar 2026 |
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| Cambridge Investment Research Advisors | 29k | $831k | 7% | Mar 2026 |
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| Tandem Financial | 26k | $738k | 100% | Mar 2026 |
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| Advisor Group Holdings | 25k | $659k | 47% | Dec 2025 |
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| Old Mission Capital | 21k | $559k | 115% | Dec 2025 |
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| Steward Partners Investment Advisory | 21k | $587k | -3% | Mar 2026 |
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| Oppenheimer & Co | 20k | $562k | -6% | Mar 2026 |
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| GRT Capital Partners | 19k | $530k | 82% | Mar 2026 |
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| Silver Oak Securities | 15k | $420k | -3% | Mar 2026 |
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| Streettalk Advisors | 12k | $347k | 59% | Mar 2026 |
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| Tactive Advisors | 12k | $328k | 3% | Mar 2026 |
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| Envestnet Asset Management | 9.9k | $284k | 100% | Mar 2026 |
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| Founders Financial Alliance | 5.7k | $162k | 0% | Mar 2026 |
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| Parallel Advisors | 5.6k | $160k | 0% | Mar 2026 |
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| UBS Group | 757.00 | $22k | 100% | Mar 2026 |
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| Bessemer | 500.00 | $14k | 0% | Mar 2026 |
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| Private Trust Co Na | 492.00 | $14k | 0% | Mar 2026 |
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| Sunbelt Securities | 200.00 | $5.7k | 100% | Mar 2026 |
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| AE Wealth Management | 159.00 | $4.5k | 100% | Mar 2026 |
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Who sold out of Ultimus Managers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2025 | 43k | $1.1M |
| Advisory Services Network | Sep 2025 | 557.00 | $15k |
| GPS Wealth Strategies Group | Sep 2025 | 250.00 | $6.7k |