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 $22M 0% Mar 2026
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Q3 Asset Management 639k $18M 41% Mar 2026
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Secure Asset Management 94k $2.6M 1009% Mar 2026
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Cambridge Investment Research Advisors 58k $1.6M 404% Mar 2026
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Harbour Investments 50k $1.4M 4840% Mar 2026
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Silver Oak Securities 36k $997k 0% Mar 2026
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Cetera Investment Advisers 31k $865k 100% Mar 2026
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AE Wealth Management 16k $454k -29% Mar 2026
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CoreCap Advisors 1.4k $38k 0% Mar 2026
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Hanson McClain Advisors 901.00 $24k 9% Dec 2025
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Morgan Stanley 1.00 $28.000000 100% Mar 2026
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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
UBS Group Dec 2025 594.00 $16k