Who owns UNIFIED SER TR?
- Ticker: MGMT
- CUSIP Number: 90470l550
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Analyze quarterly positions in Unified Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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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 | 541k | $21M | 4% | Sep 2024 |
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| HighTower Advisors | 532k | $19M | 35% | Jun 2024 |
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| Stifel Financial | 318k | $11M | 5% | Jun 2024 |
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| Lokken Investment Group | 150k | $5.8M | 5% | Sep 2024 |
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| First City Capital Management | 138k | $5.3M | 9% | Sep 2024 |
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| Hedeker Wealth Management | 133k | $5.1M | -25% | Sep 2024 |
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| Rockefeller Capital Management | 122k | $4.4M | 6% | Jun 2024 |
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| Weaver Consulting Group | 82k | $3.1M | 18% | Sep 2024 |
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| Raymond James & Associates | 78k | $3.0M | -15% | Sep 2024 |
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| TNB Financial | 77k | $3.0M | 1% | Sep 2024 |
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| Envestnet Asset Management | 75k | $2.9M | -17% | Sep 2024 |
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| Cape Investment Advisory | 71k | $2.5M | 15% | Jun 2024 |
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| U.S. Capital Wealth Advisors | 56k | $2.2M | -39% | Sep 2024 |
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| Steward Partners Investment Advisory | 55k | $2.0M | -43% | Jun 2024 |
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| Janney Montgomery Scott | 46k | $1.8M | 3% | Sep 2024 |
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| Argent Trust | 36k | $1.4M | -27% | Sep 2024 |
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| Nations Financial Group | 34k | $1.3M | -1% | Sep 2024 |
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| Benjamin Edwards | 26k | $997k | 100% | Sep 2024 |
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| Benjamin F. Edwards & Company | 25k | $900k | 1% | Jun 2024 |
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| Mercer Global Advisors | 25k | $880k | -28% | Jun 2024 |
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| Raymond James Trust | 20k | $769k | 1% | Sep 2024 |
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| Frontier Asset Management | 19k | $747k | 1% | Sep 2024 |
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| Integrated Advisors Network | 15k | $558k | -2% | Sep 2024 |
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| HB Wealth Management | 11k | $423k | 0% | Sep 2024 |
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| Citadel Advisors | 10k | $398k | -42% | Sep 2024 |
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| Argent Financial Group | 10k | $394k | 100% | Sep 2024 |
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| Heritage Trust | 10k | $365k | -6% | Jun 2024 |
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| Jane Street | 10k | $390k | 100% | Sep 2024 |
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| Prime Capital Investment Advisors | 6.4k | $246k | -9% | Sep 2024 |
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| Toroso Investments | 5.4k | $209k | -71% | Sep 2024 |
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| Sanctuary Advisors | 4.9k | $214k | 100% | Sep 2024 |
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| Capital Advisors | 3.2k | $124k | 54% | Sep 2024 |
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| Harbor Investment Advisory | 1.7k | $64k | 2% | Sep 2024 |
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| Advisor Group Holdings | 500.00 | $19k | -18% | Sep 2024 |
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| IFP Advisors | 179.00 | $6.4k | 0% | Jun 2024 |
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| Morgan Stanley | 94.00 | $3.4k | 0% | Jun 2024 |
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| Wells Fargo & Company | 1.00 | $36.000000 | 0% | Sep 2024 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Raymond James Financial Services Advisors | Jun 2024 | 45k | $1.6M |
| Strategic Blueprint | Jun 2024 | 6.2k | $224k |
| Susquehanna International | Jun 2024 | 5.8k | $207k |