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 | 675k | $30M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 214k | $9.6M | 2% | Mar 2026 |
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| Englebert Financial Advisers | 171k | $7.7M | 14% | Mar 2026 |
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| Hedeker Wealth Management | 162k | $7.3M | 32% | Mar 2026 |
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| First City Capital Management | 146k | $6.6M | 1% | Mar 2026 |
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| Oakmont Partners | 146k | $6.6M | -2% | Mar 2026 |
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| Weaver Consulting Group | 144k | $6.5M | 7% | Mar 2026 |
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| Raymond James Financial | 105k | $4.6M | 2% | Dec 2025 |
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| Equitable Holdings | 91k | $4.1M | 100% | Mar 2026 |
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| Tactive Advisors | 82k | $3.7M | 33% | Mar 2026 |
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| Cape Investment Advisory | 81k | $3.6M | 100% | Dec 2025 |
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| HighTower Advisors | 81k | $3.6M | -25% | Mar 2026 |
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| Envestnet Asset Management | 79k | $3.6M | 1% | Mar 2026 |
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| Warren Averett Asset Management | 79k | $3.5M | -8% | Dec 2025 |
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| TNB Financial | 69k | $3.1M | 3% | Dec 2025 |
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| Commerce Advisors | 58k | $2.6M | 100% | Mar 2026 |
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| Employees' Retirement Fund of the City of Fort Worth | 57k | $2.6M | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 49k | $2.2M | 24% | Mar 2026 |
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| HB Wealth Management | 41k | $1.8M | 790% | Mar 2026 |
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| Argent Trust | 39k | $1.7M | 5% | Mar 2026 |
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| Janney Montgomery Scott | 35k | $1.6M | 6% | Mar 2026 |
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| Benjamin Edwards | 27k | $1.2M | 1% | Mar 2026 |
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| Nations Financial Group | 25k | $1.1M | 0% | Mar 2026 |
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| Pursuit Wealth Management | 25k | $1.1M | 100% | Dec 2025 |
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| Susquehanna International | 15k | $669k | 148% | Dec 2025 |
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| Miller Global Investments | 15k | $658k | -9% | Mar 2026 |
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| Krilogy Financial | 14k | $670k | -8% | Mar 2026 |
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| Pure Financial Advisors | 14k | $609k | -4% | Mar 2026 |
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| Heritage Trust | 13k | $599k | 0% | Mar 2026 |
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| Verdence Capital Advisors | 13k | $570k | 100% | Mar 2026 |
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| Stifel Financial | 11k | $502k | -89% | Mar 2026 |
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| Frontier Asset Management | 8.7k | $390k | -4% | Mar 2026 |
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| Gts Securities | 8.2k | $365k | -77% | Dec 2025 |
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| Capital Advisors | 7.9k | $356k | 0% | Mar 2026 |
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| Vann Equity Management | 7.7k | $346k | 100% | Mar 2026 |
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| Summit Asset Management | 7.7k | $345k | 0% | Mar 2026 |
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| VeraBank | 7.6k | $342k | -3% | Mar 2026 |
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| Sanctuary Advisors | 7.4k | $334k | 0% | Mar 2026 |
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| SpringVest Wealth Management | 7.3k | $330k | 0% | Mar 2026 |
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| Sapient Capital | 6.1k | $276k | 100% | Mar 2026 |
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| Quantify Chaos Advisors | 5.3k | $239k | 0% | Mar 2026 |
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| Atlas Brown | 5.0k | $226k | 0% | Mar 2026 |
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| LPL Financial | 4.8k | $219k | -15% | Mar 2026 |
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| Fifth Third Bancorp | 3.6k | $164k | 100% | Mar 2026 |
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| Brian McDonald | 3.6k | $161k | 0% | Dec 2025 |
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| Global Retirement Partners | 3.3k | $147k | 0% | Dec 2025 |
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| Morgan Stanley | 1.4k | $63k | 408% | Mar 2026 |
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| Harbor Investment Advisory | 655.00 | $30k | 0% | Mar 2026 |
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| Advisor Group Holdings | 389.00 | $17k | -67% | Dec 2025 |
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| UBS Group | 346.00 | $16k | 100% | Mar 2026 |
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| FMR | 34.00 | $1.5k | 0% | Dec 2025 |
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| IFP Advisors | 16.00 | $722.000000 | -91% | Mar 2026 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| U.S. Capital Wealth Advisors | Dec 2025 | 5.0k | $222k |