Consolidated Planning Corp Unified Ser Tr Ballast Small/M Transaction History

Consolidated Planning Corp

  • $869 Million
  • Q4 2025

A detailed history of Consolidated Planning Corp transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Consolidated Planning Corp holds 673,261 shares of MGMT stock, worth $28.5 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
673,261
Previous 657,935 2.33%
Holding current value
$28.5 Million
Previous $29 Million 1.74%
% of portfolio
3.28%
Previous 3.43%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$42.3 - $44.24 $648,289 - $678,022
15,326 Added 2.33%
673,261 $28.5 Million
Q3 2025

Oct 27, 2025
BUY
$39.9 - $44.74 $981,180 - $1.1 Million
24,591 Added 3.88%
657,935 $29 Million
Q2 2025

Jul 18, 2025
BUY
$33.53 - $39.61 $1.99 Million - $2.35 Million
59,270 Added 10.32%
633,344 $25 Million
Q1 2025

Apr 22, 2025
BUY
$37.73 - $43.15 $202,798 - $231,931
5,375 Added 0.95%
574,074 $22.2 Million
Q4 2024

Jan 29, 2025
BUY
$37.84 - $44.21 $1.04 Million - $1.21 Million
27,420 Added 5.07%
568,699 $23.6 Million
Q3 2024

Oct 31, 2024
BUY
$34.88 - $39.23 $774,545 - $871,141
22,206 Added 4.28%
541,279 $20.8 Million
Q2 2024

Aug 02, 2024
BUY
$35.08 - $37.53 $1.24 Million - $1.32 Million
35,275 Added 7.29%
519,073 $18.6 Million
Q1 2024

May 02, 2024
BUY
$35.02 - $37.92 $1.21 Million - $1.31 Million
34,645 Added 7.71%
483,798 $18.3 Million
Q4 2023

Feb 02, 2024
BUY
$32.19 - $37.83 $2.16 Million - $2.54 Million
67,060 Added 17.55%
449,153 $16.6 Million
Q3 2023

Nov 08, 2023
BUY
$33.93 - $37.01 $13 Million - $14.1 Million
382,093 New
382,093 $13.2 Million

Others Institutions Holding MGMT

# of Institutions
53
Shares Held
2.86M
Call Options Held
0
Put Options Held
0
View Full List

About UNIFIED SER TR BALLAST SMALL/M

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