Unified Ser Tr Ballast Small/M MGMT

MGMT Quotes by TradingView
Institutional shares held 2.93 Million
0 calls
0 puts
Total value of holdings $112M
$0 calls
$0 puts
# of Institutions 46

Quarterly Institutional Activity in MGMT

Shares Bought
Shares Sold
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Top Institutions Holding MGMT

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Latest Institutional Activity in MGMT

Top Purchases

Q1 2025
Capital Advisors, Ltd. LLC Shares Held: 4.85K ($186K)
1.47K Shares purchased
43.58% Added
Q1 2025
Harbor Investment Advisory, LLC Shares Held: 1.39K ($53.1K)
146 Shares purchased
11.76% Added
Q4 2024
Raymond James Financial Inc Shares Held: 104K ($3.97M)
104K Shares purchased
New Holding
Q4 2024
Weaver Consulting Group Shares Held: 118K ($4.5M)
35.9K Shares purchased
43.95% Added
Q4 2024
Consolidated Planning Corp Shares Held: 569K ($21.8M)
27.4K Shares purchased
5.07% Added
View All Buyers

Top Sells

Q1 2025
First City Capital Management, Inc. Shares Held: 142K ($5.43M)
10.6K Shares sold
6.98% Reduced
Q1 2025
Janney Montgomery Scott LLC Shares Held: 36.9K ($1.41M)
9.35K Shares sold
20.24% Reduced
Q1 2025
Integrated Advisors Network LLC Shares Held: 11.3K ($432K)
2.89K Shares sold
20.4% Reduced
Q1 2025
Thomasville National Bank Shares Held: 76.8K ($2.94M)
1.56K Shares sold
1.98% Reduced
Q4 2024
Stifel Financial Corp Shares Held: 179K ($6.87M)
162K Shares sold
47.4% Reduced
View All Sellers

About MGMT

MGMT Chart by TradingView
MGMT Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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