Ultimus Managers Tr shares owned by Stifel Financial
Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Ultimus Managers Tr
Tip: Access up to 7 years of quarterly data
All positions including Ultimus Managers Tr held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ultimus Managers Tr by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 99k | 26.71 |
| 2025-06-30 | $2.1M | 77k | 27.09 |
| 2025-03-31 | $1.6M | 59k | 27.82 |
| 2024-12-31 | $1.6M | 59k | 27.28 |