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Ultimus Managers Tr shares owned by Oppenheimer & Co

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Oppenheimer & Co from 13F filings

Historical chart of Oppenheimer & Co investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Oppenheimer & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Oppenheimer & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $551k 21k 26.42

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View all positions for Oppenheimer & Co

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Janney Montgomery Scott
Miller Global Investments
Stifel Financial
North Star Investment Management
Royal Bank of Canada
Steward Partners Investment Advisory
Jane Street
Cambridge Investment Research Advisors
Clear Trail Advisors
Wealthcare Advisory Partners
Oppenheimer & Co
Advisor Group Holdings
Silver Oak Securities

View all funds holding Ultimus Managers Tr