Purchases and Sales Made in Q4 2024 in Unified Ser Tr Ballast Small/M (MGMT)
This table provides information about the institutional ownership of Unified Ser Tr Ballast Small/M (MGMT) during Q4 2024. The information is specifically focused on institutions that hold shares of UNIFIED SER TR BALLAST SMALL/M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
35.9K+ 43.95% |
$1.36M - $1.59M
|
118K
$4.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
27.4K+ 5.07% |
$1.04M - $1.21M
|
569K
$23.9M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
14K+ 10.09% |
$529K - $618K
|
152K
$6.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5KNew |
$189K - $221K
|
5K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
1.29K+ 1.67% |
$48.7K - $56.9K
|
78.3K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
150+ 4.65% |
$5.68K - $6.63K
|
3.38K
$142K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.22% |
$3.78K - $4.42K
|
46.2K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$75.7 - $88.4
|
11K
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-136- 0.18% |
$5.15K - $6.01K
|
75.2K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-427- 25.6% |
$16.2K - $18.9K
|
1.24K
$52.2K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.44K- 2.57% |
$54.3K - $63.4K
|
54.5K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-4.69K- 3.53% |
$177K - $207K
|
128K
$5.39M
|