Lokken Investment Group LLC Unified Ser Tr Ballast Small/M Transaction History

Lokken Investment Group LLC

  • $254 Million
  • Q3 2025

A detailed history of Lokken Investment Group LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Lokken Investment Group LLC holds 232,897 shares of MGMT stock, worth $9.85 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares
232,897
Previous 221,634 5.08%
Holding current value
$9.85 Million
Previous $8.75 Million 17.25%
% of portfolio
4.04%
Previous 3.77%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$39.9 - $44.74 $449,393 - $503,906
11,263 Added 5.08%
232,897 $10.3 Million
Q2 2025

Jul 23, 2025
BUY
$33.53 - $39.61 $475,220 - $561,392
14,173 Added 6.83%
221,634 $8.75 Million
Q1 2025

May 01, 2025
BUY
$37.73 - $43.15 $1.89 Million - $2.16 Million
49,987 Added 31.74%
207,461 $8.01 Million
Q4 2024

Feb 12, 2025
BUY
$37.84 - $44.21 $289,627 - $338,383
7,654 Added 5.11%
157,474 $6.55 Million
Q3 2024

Nov 12, 2024
BUY
$34.88 - $39.23 $253,821 - $285,476
7,277 Added 5.11%
149,820 $5.77 Million
Q2 2024

Aug 09, 2024
BUY
$35.08 - $37.53 $260,188 - $278,360
7,417 Added 5.49%
142,543 $5.11 Million
Q1 2024

May 14, 2024
BUY
$35.02 - $37.92 $303,798 - $328,956
8,675 Added 6.86%
135,126 $5.12 Million
Q4 2023

Feb 13, 2024
BUY
$32.19 - $37.83 $224,589 - $263,939
6,977 Added 5.84%
126,451 $4.68 Million
Q3 2023

Nov 13, 2023
BUY
$33.93 - $37.01 $153,465 - $167,396
4,523 Added 3.93%
119,474 $4.12 Million
Q2 2023

Aug 09, 2023
BUY
$31.83 - $35.36 $1.3 Million - $1.44 Million
40,739 Added 54.9%
114,951 $4.06 Million
Q1 2023

May 08, 2023
BUY
$31.45 - $35.42 $218,388 - $245,956
6,944 Added 10.32%
74,212 $2.48 Million
Q4 2022

Feb 13, 2023
BUY
$29.38 - $33.58 $88,316 - $100,941
3,006 Added 4.68%
67,268 $2.14 Million
Q3 2022

Nov 14, 2022
BUY
$28.58 - $34.43 $33,467 - $40,317
1,171 Added 1.86%
64,262 $1.87 Million
Q2 2022

Aug 08, 2022
BUY
$30.03 - $35.42 $77,267 - $91,135
2,573 Added 4.25%
63,091 $1.92 Million
Q1 2022

May 11, 2022
BUY
$34.07 - $38.08 $1.74 Million - $1.94 Million
51,041 Added 538.58%
60,518 $1.98 Million
Q4 2021

Feb 07, 2022
BUY
$35.46 - $38.12 $336,054 - $361,263
9,477 New
9,477 $355,000

Others Institutions Holding MGMT

# of Institutions
51
Shares Held
2.68M
Call Options Held
0
Put Options Held
0
View Full List

About UNIFIED SER TR BALLAST SMALL/M

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