Who owns ULTIMUS MANAGERS TR?
- Ticker: WEEI
- CUSIP Number: 90386k571
Tip: Access positions for across all investors
Analyze quarterly positions in Ultimus Managers Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 498k | $11M | -1% | Jun 2026 |
|
| LPL Financial | 383k | $8.5M | 119% | Jun 2026 |
|
| Stratos Wealth Partners | 21k | $463k | 100% | Jun 2026 |
|
| Nottingham Advisors | 19k | $454k | 61% | Jun 2026 |
|
| Wealthcare Advisory Partners | 18k | $394k | 1% | Jun 2026 |
|
| Chapin Davis | 16k | $354k | 78% | Jun 2026 |
|
| Private Advisor | 14k | $319k | 0% | Jun 2026 |
|
| Jane Street | 12k | $260k | 100% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 10k | $225k | 0% | Jun 2026 |
|
| Founders Financial Alliance | 6.9k | $154k | 0% | Jun 2026 |
|
| Advisor Group Holdings | 5.4k | $118k | 574% | Jun 2026 |
|
| Umb Bank N A | 2.0k | $44k | 100% | Jun 2026 |
|
| Royal Bank of Canada | 364.00 | $8.0k | 100% | Jun 2026 |
|
| City State Bank | 200.00 | $4.4k | 100% | Jun 2026 |
|
| IFS Advisors | 100.00 | $2.2k | 0% | Jun 2026 |
|
| Osbon Capital Management | 45.00 | $994.999500 | 100% | Jun 2026 |
|
| Morgan Stanley | 1.00 | $33.000000 | 100% | Mar 2026 |
|
Who sold out of Ultimus Managers Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Mar 2026 | 23k | $553k |
| Foguth Wealth Management | Mar 2026 | 12k | $287k |
| UBS Group | Mar 2026 | 304.00 | $7.5k |