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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Who bought or sold UNIFIED SER TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Consolidated Planning Corp | 449k | $17M | 18% | Dec 2023 |
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HighTower Advisors | 357k | $13M | 7% | Dec 2023 |
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Stifel Financial | 238k | $8.8M | 3% | Dec 2023 |
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Hedeker Wealth Management | 150k | $5.5M | -22% | Dec 2023 |
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Lokken Investment Group | 120k | $4.1M | 4% | Sep 2023 |
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Envestnet Asset Management | 110k | $3.8M | 94% | Sep 2023 |
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Rockefeller Capital Management | 103k | $3.8M | 24% | Dec 2023 |
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Raymond James Financial Services Advisors | 96k | $3.6M | 0% | Dec 2023 |
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Raymond James & Associates | 95k | $3.5M | 6% | Dec 2023 |
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Steward Partners Investment Advisory | 88k | $3.3M | 19% | Dec 2023 |
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TNB Financial | 68k | $2.5M | 3% | Dec 2023 |
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First City Capital Management | 62k | $2.1M | 0% | Dec 2023 |
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Weaver Consulting Group | 56k | $2.1M | -4% | Dec 2023 |
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U.S. Capital Wealth Advisors | 54k | $2.0M | 61% | Dec 2023 |
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Cape Investment Advisory | 49k | $1.8M | 21% | Dec 2023 |
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Resource Planning Group | 46k | $1.7M | -28% | Dec 2023 |
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Mercer Global Advisors | 46k | $1.7M | -28% | Dec 2023 |
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Janney Montgomery Scott | 26k | $969k | 9% | Dec 2023 |
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Benjamin F. Edwards & Company | 25k | $907k | 261% | Dec 2023 |
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Frontier Asset Management | 24k | $841k | -6% | Sep 2023 |
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Argent Trust | 23k | $838k | -17% | Dec 2023 |
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Toroso Investments | 21k | $767k | -33% | Dec 2023 |
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Nations Financial Group | 11k | $415k | 0% | Dec 2023 |
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Centric Wealth Management | 11k | $387k | 100% | Dec 2023 |
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HB Wealth Management | 11k | $401k | 0% | Dec 2023 |
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Raymond James Trust | 10k | $370k | 34% | Dec 2023 |
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Prime Capital Investment Advisors | 7.1k | $262k | 100% | Dec 2023 |
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Strategic Blueprint | 6.9k | $254k | -2% | Dec 2023 |
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Advisor Group Holdings | 1.2k | $45k | 11% | Dec 2023 |
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UBS Group | 676.00 | $25k | 248% | Dec 2023 |
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IFP Advisors | 179.00 | $6.6k | 100% | Dec 2023 |
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Wells Fargo & Company | 1.00 | $34.000000 | 100% | Dec 2023 |
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Who sold out of Unified Ser Tr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Sage Mountain Advisors | Sep 2023 | 10k | $355k |
FMR | Jun 2023 | 624.00 | $22k |