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Ultimus Managers Tr shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Ultimus Managers Tr

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

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Quarterly reported holdings in Ultimus Managers Tr by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 492 26.42
2025-09-30 $13k 492 26.71

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View all positions for Private Trust Co Na

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