Who owns ULTIMUS MANAGERS TR Q3?

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Analyze quarterly positions in Ultimus Managers Tr Q3 with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ultimus Managers Tr Q3 stock

Who bought or sold ULTIMUS MANAGERS TR Q3 this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
HBW Advisory Services 766k $21M -5% Dec 2025
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Q3 Asset Management 453k $12M -6% Dec 2025
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Silver Oak Securities 36k $961k 7% Dec 2025
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AE Wealth Management 23k $614k -14% Dec 2025
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Cambridge Investment Research Advisors 12k $309k 100% Dec 2025
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Secure Asset Management 8.5k $229k -91% Dec 2025
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CoreCap Advisors 1.4k $36k 100% Dec 2025
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Harbour Investments 1.0k $28k 30% Dec 2025
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Hanson McClain Advisors 901.00 $24k 9% Dec 2025
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UBS Group 594.00 $16k -1% Dec 2025
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Who sold out of Ultimus Managers Tr Q3?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Sep 2025 18k $523k
Discipline Wealth Solutions Sep 2025 14k $387k
Arete Wealth Advisors Sep 2025 7.2k $206k