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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Secure Asset Management 93k $2.7M 607% Sep 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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Gts Securities 18k $523k -64% Sep 2025
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Cambridge Investment Research Advisors 12k $309k 100% Dec 2025
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Arete Wealth Advisors 7.2k $206k -16% Sep 2025
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CoreCap Advisors 1.4k $36k 100% Dec 2025
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Hanson McClain Advisors 825.00 $24k 100% Sep 2025
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Harbour Investments 786.00 $23k 0% Sep 2025
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UBS Group 594.00 $16k -1% Dec 2025
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Northwestern Mutual Wealth Management Company 242.00 $6.9k 100% Sep 2025
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Who sold out of Ultimus Managers Tr Q3?

Fund or Company Name Date Sold Shares Held Valued At
Discipline Wealth Solutions Sep 2025 14k $387k