Unified Ser Tr Ballast Small/M MGMT
Institutional shares held
2.88 Million
0
calls
0
puts
Total value of holdings
$122M
$0
calls
$0
puts
# of Institutions
53
We take great care to ensure that the data presented and summarized in this overview for UNIFIED SER TR BALLAST SMALL/M is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding MGMT
View all-
Consolidated Planning Corp Atlanta, GA673KShares$28.5 Million3.28% of portfolio
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Lokken Investment Group LLC233KShares$9.85 Million4.04% of portfolio
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Dakota Wealth Management149KShares$6.29 Million0.12% of portfolio
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First City Capital Management, Inc.145KShares$6.13 Million3.41% of portfolio
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Weaver Consulting Group137KShares$5.78 Million2.0% of portfolio
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Rockefeller Capital Management L.P. New York, NY131KShares$5.54 Million0.01% of portfolio
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Stifel Financial Corp St. Louis, MO127KShares$5.35 Million0.01% of portfolio
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Hedeker Wealth, LLC123KShares$5.22 Million1.22% of portfolio
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Raymond James Financial Inc St. Petersburg, FL103KShares$4.35 Million0.0% of portfolio
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High Tower Advisors, LLC Chicago, IL88.2KShares$3.73 Million0.0% of portfolio