Who owns UNIFIED SER TR?
- Ticker: MGMT
- CUSIP Number: 90470l550
Tip: Access positions for across all investors
Analyze quarterly positions in Unified Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Unified Ser Tr stock
Who bought or sold UNIFIED SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Consolidated Planning Corp | 673k | $30M | 2% | Dec 2025 |
|
| Lokken Investment Group | 233k | $10M | 5% | Sep 2025 |
|
| Rockefeller Capital Management | 209k | $9.3M | 60% | Dec 2025 |
|
| Englebert Financial Advisers | 150k | $6.7M | 100% | Dec 2025 |
|
| Oakmont Partners | 149k | $6.6M | 100% | Dec 2025 |
|
| First City Capital Management | 145k | $6.4M | 3% | Dec 2025 |
|
| Weaver Consulting Group | 135k | $6.0M | -1% | Dec 2025 |
|
| Hedeker Wealth Management | 123k | $5.5M | -2% | Dec 2025 |
|
| HighTower Advisors | 107k | $4.8M | 22% | Dec 2025 |
|
| Stifel Financial | 105k | $4.7M | -17% | Dec 2025 |
|
| Raymond James Financial | 105k | $4.6M | 2% | Dec 2025 |
|
| Cape Investment Advisory | 81k | $3.6M | 100% | Dec 2025 |
|
| Warren Averett Asset Management | 79k | $3.5M | -8% | Dec 2025 |
|
| Envestnet Asset Management | 79k | $3.5M | -3% | Dec 2025 |
|
| TNB Financial | 69k | $3.1M | 3% | Dec 2025 |
|
| Tactive Advisors | 62k | $2.7M | 17% | Dec 2025 |
|
| Employees' Retirement Fund of the City of Fort Worth | 57k | $2.5M | 0% | Dec 2025 |
|
| Steward Partners Investment Advisory | 40k | $1.8M | 0% | Dec 2025 |
|
| Argent Trust | 37k | $1.6M | 6% | Dec 2025 |
|
| Janney Montgomery Scott | 33k | $1.4M | -1% | Dec 2025 |
|
| Benjamin Edwards | 27k | $1.2M | -1% | Dec 2025 |
|
| Nations Financial Group | 25k | $1.1M | -24% | Dec 2025 |
|
| Pursuit Wealth Management | 25k | $1.1M | 100% | Dec 2025 |
|
| Miller Global Investments | 16k | $710k | 100% | Dec 2025 |
|
| Krilogy Financial | 16k | $745k | -1% | Dec 2025 |
|
| Susquehanna International | 15k | $669k | 148% | Dec 2025 |
|
| Pure Financial Advisors | 14k | $623k | 0% | Dec 2025 |
|
| Heritage Trust | 13k | $589k | 0% | Dec 2025 |
|
| Two Sigma Investments | 11k | $489k | 100% | Sep 2025 |
|
| Citadel Advisors | 10k | $455k | 100% | Sep 2025 |
|
| Frontier Asset Management | 9.0k | $398k | 0% | Dec 2025 |
|
| Gts Securities | 8.2k | $365k | -77% | Dec 2025 |
|
| Capital Advisors | 7.9k | $349k | 0% | Dec 2025 |
|
| VeraBank | 7.8k | $347k | 0% | Dec 2025 |
|
| Summit Asset Management | 7.7k | $339k | 100% | Dec 2025 |
|
| Sanctuary Advisors | 7.4k | $328k | 4% | Dec 2025 |
|
| SpringVest Wealth Management | 7.3k | $323k | 4% | Dec 2025 |
|
| LPL Financial | 5.7k | $253k | -32% | Dec 2025 |
|
| Quantify Chaos Advisors | 5.3k | $234k | 100% | Dec 2025 |
|
| Atlas Brown | 5.0k | $222k | 0% | Dec 2025 |
|
| U.S. Capital Wealth Advisors | 5.0k | $222k | 0% | Dec 2025 |
|
| HB Wealth Management | 4.6k | $203k | -7% | Dec 2025 |
|
| Brian McDonald | 3.6k | $161k | 0% | Dec 2025 |
|
| Global Retirement Partners | 3.3k | $147k | 0% | Dec 2025 |
|
| Harbor Investment Advisory | 655.00 | $29k | 0% | Dec 2025 |
|
| Advisor Group Holdings | 389.00 | $17k | -67% | Dec 2025 |
|
| IFP Advisors | 179.00 | $7.9k | 0% | Dec 2025 |
|
| FMR | 34.00 | $1.5k | 0% | Sep 2025 |
|
Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SPC Financial | Jun 2025 | 28k | $1.1M |
| Hrt Financial | Sep 2025 | 6.5k | $284k |