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 | 692k | $34M | 1% | Sep 2026 |
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| Raymond James Financial | 226k | $12M | 89% | Jun 2026 |
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| Rockefeller Capital Management | 201k | $10M | -6% | Jun 2026 |
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| Hedeker Wealth Management | 185k | $9.0M | 9% | Sep 2026 |
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| Englebert Financial Advisers | 163k | $7.9M | -3% | Sep 2026 |
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| Weaver Consulting Group | 151k | $7.3M | 1% | Sep 2026 |
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| First City Capital Management | 150k | $7.3M | -1% | Sep 2026 |
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| Oakmont Partners | 145k | $7.4M | 0% | Jun 2026 |
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| Commerce Advisors | 131k | $6.4M | -1% | Sep 2026 |
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| Envestnet Asset Management | 82k | $4.2M | 4% | Jun 2026 |
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| Cape Investment Advisory | 82k | $4.0M | 0% | Sep 2026 |
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| TNB Financial | 71k | $3.6M | 100% | Jun 2026 |
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| Warren Averett Asset Management | 57k | $2.9M | -4% | Jun 2026 |
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| Steward Partners Investment Advisory | 49k | $2.5M | 0% | Jun 2026 |
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| HB Wealth Management | 41k | $2.0M | 0% | Sep 2026 |
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| HighTower Advisors | 41k | $2.1M | -50% | Jun 2026 |
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| Argent Trust | 39k | $2.0M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 36k | $1.8M | 3% | Jun 2026 |
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| Cary Street Partners Financial | 27k | $1.4M | 100% | Jun 2026 |
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| Benjamin Edwards | 27k | $1.4M | -1% | Jun 2026 |
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| Gts Securities | 26k | $1.3M | 100% | Jun 2026 |
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| Nations Financial Group | 25k | $1.3M | 0% | Jun 2026 |
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| Heritage Trust | 15k | $759k | 12% | Jun 2026 |
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| Miller Global Investments | 14k | $690k | -1% | Sep 2026 |
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| Pure Financial Advisors | 14k | $695k | 1% | Jun 2026 |
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| Verdence Capital Advisors | 14k | $653k | 0% | Sep 2026 |
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| Krilogy Financial | 12k | $596k | -2% | Sep 2026 |
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| Citadel Advisors | 12k | $613k | 100% | Jun 2026 |
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| Stifel Financial | 11k | $539k | -5% | Jun 2026 |
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| Hrt Financial | 10k | $512k | 100% | Jun 2026 |
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| SpringVest Wealth Management | 10k | $483k | 9% | Sep 2026 |
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| Sapient Capital | 9.3k | $453k | 19% | Sep 2026 |
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| Tactive Advisors | 8.3k | $404k | -14% | Sep 2026 |
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| Capital Advisors | 7.9k | $383k | 0% | Sep 2026 |
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| Summit Asset Management | 7.7k | $390k | 0% | Jun 2026 |
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| Sanctuary Advisors | 7.4k | $377k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 6.5k | $329k | 100% | Jun 2026 |
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| Frontier Asset Management | 5.6k | $272k | 8% | Sep 2026 |
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| Quantify Chaos Advisors | 5.3k | $270k | 0% | Jun 2026 |
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| Atlas Brown | 5.0k | $243k | 0% | Sep 2026 |
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| LPL Financial | 4.6k | $234k | -5% | Jun 2026 |
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| Vann Equity Management | 4.5k | $217k | 2% | Sep 2026 |
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| VeraBank | 4.2k | $216k | -44% | Jun 2026 |
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| Allied Private Wealth | 3.7k | $184k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 3.6k | $186k | 0% | Jun 2026 |
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| Global Retirement Partners | 3.5k | $179k | 100% | Jun 2026 |
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| Harbor Investment Advisory | 655.00 | $32k | 0% | Sep 2026 |
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| Advisor Group Holdings | 300.00 | $15k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 286.00 | $15k | 100% | Jun 2026 |
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| BlackRock | 249.00 | $13k | 100% | Jun 2026 |
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| Rydar Equities | 56.00 | $2.8k | 100% | Sep 2026 |
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| FMR | 34.00 | $1.7k | 0% | Jun 2026 |
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| IFP Advisors | 16.00 | $776.000000 | 0% | Sep 2026 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Equitable Holdings | Mar 2026 | 91k | $4.1M |
| Employees' Retirement Fund of the City of Fort Worth | Mar 2026 | 57k | $2.6M |
| Susquehanna International | Mar 2026 | 20k | $902k |
| UBS Group | Mar 2026 | 346.00 | $16k |