Who owns ULTIMUS MANAGERS TR?
- Ticker: WEEI
- CUSIP Number: 90386k571
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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 | 23k | $553k | -36% | Mar 2026 |
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| Wealthcare Advisory Partners | 18k | $394k | 1% | Jun 2026 |
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| Chapin Davis | 16k | $354k | 78% | Jun 2026 |
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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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| Founders Financial Alliance | 6.9k | $171k | 0% | Mar 2026 |
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| Advisor Group Holdings | 794.00 | $20k | 100% | 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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Who sold out of Ultimus Managers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Dec 2025 | 16k | $352k |