Who owns ULTIMUS MANAGERS TR?

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

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Top investors of Ultimus Managers Tr stock

Who bought or sold ULTIMUS MANAGERS TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Westwood Holdings 501k $12M 1% Mar 2026
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LPL Financial 175k $4.3M 1050% Mar 2026
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Susquehanna International 35k $758k -4% Dec 2025
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Wealthcare Advisory Partners 18k $433k 6% Mar 2026
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Old Mission Capital 16k $352k -19% Dec 2025
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Private Advisor 14k $353k 0% Mar 2026
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Foguth Wealth Management 12k $287k 100% Mar 2026
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Nottingham Advisors 12k $293k 100% Mar 2026
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Cambridge Investment Research Advisors 10k $249k 100% Mar 2026
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Chapin Davis 9.0k $221k 100% Mar 2026
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Founders Financial Alliance 6.9k $171k 0% Mar 2026
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UBS Group 304.00 $7.5k 100% Mar 2026
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IFS Advisors 100.00 $2.5k 100% Mar 2026
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Morgan Stanley 1.00 $33.000000 100% Mar 2026
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