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
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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 | 658k | $29M | 4% | Sep 2025 |
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| Lokken Investment Group | 233k | $10M | 5% | Sep 2025 |
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| First City Capital Management | 140k | $6.2M | 0% | Sep 2025 |
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| Weaver Consulting Group | 137k | $6.0M | 3% | Sep 2025 |
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| Rockefeller Capital Management | 131k | $5.8M | 2% | Sep 2025 |
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| Stifel Financial | 127k | $5.6M | -41% | Sep 2025 |
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| Hedeker Wealth Management | 126k | $5.6M | 1% | Sep 2025 |
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| Raymond James Financial | 103k | $4.5M | -8% | Sep 2025 |
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| HighTower Advisors | 88k | $3.9M | -76% | Sep 2025 |
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| Warren Averett Asset Management | 86k | $3.8M | 1% | Sep 2025 |
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| Envestnet Asset Management | 81k | $3.6M | -5% | Sep 2025 |
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| Cape Investment Advisory | 77k | $3.0M | 3% | Jun 2025 |
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| TNB Financial | 68k | $3.0M | 0% | Sep 2025 |
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| Tactive Advisors | 53k | $2.3M | 584% | Sep 2025 |
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| Steward Partners Investment Advisory | 40k | $1.7M | -7% | Sep 2025 |
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| Gts Securities | 35k | $1.5M | 10% | Sep 2025 |
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| Argent Trust | 35k | $1.5M | -2% | Sep 2025 |
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| Janney Montgomery Scott | 33k | $1.5M | -16% | Sep 2025 |
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| Nations Financial Group | 33k | $1.4M | -4% | Sep 2025 |
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| Benjamin Edwards | 27k | $1.2M | -3% | Sep 2025 |
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| Krilogy Financial | 16k | $686k | 100% | Sep 2025 |
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| Pure Financial Advisors | 14k | $622k | 7% | Sep 2025 |
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| Heritage Trust | 13k | $585k | 0% | Sep 2025 |
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| Two Sigma Investments | 11k | $489k | 100% | Sep 2025 |
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| Citadel Advisors | 10k | $455k | 100% | Sep 2025 |
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| Frontier Asset Management | 9.0k | $395k | -40% | Sep 2025 |
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| LPL Financial | 8.4k | $371k | -3% | Sep 2025 |
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| Capital Advisors | 7.9k | $347k | 63% | Sep 2025 |
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| VeraBank | 7.9k | $346k | -18% | Sep 2025 |
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| SpringVest Wealth Management | 7.0k | $309k | 1% | Sep 2025 |
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| Hrt Financial | 6.5k | $284k | 100% | Sep 2025 |
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| Susquehanna International | 6.1k | $268k | 100% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 5.0k | $220k | -77% | Sep 2025 |
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| Atlas Brown | 5.0k | $220k | 100% | Sep 2025 |
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| HB Wealth Management | 4.9k | $217k | 100% | Sep 2025 |
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| Brian McDonald | 3.6k | $160k | -1% | Sep 2025 |
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| Global Retirement Partners | 3.3k | $146k | 0% | Sep 2025 |
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| Advisor Group Holdings | 1.2k | $53k | 0% | Sep 2025 |
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| Harbor Investment Advisory | 655.00 | $29k | -40% | Sep 2025 |
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| Morgan Stanley | 273.00 | $11k | 100% | Jun 2025 |
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| IFP Advisors | 179.00 | $7.9k | 0% | Sep 2025 |
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| FMR | 34.00 | $1.5k | 0% | Sep 2025 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SPC Financial | Jun 2025 | 28k | $1.1M |
| Integrated Advisors Network | Jun 2025 | 11k | $431k |
| UBS Group | Jun 2025 | 3.5k | $138k |