Latest Institutional Transactions on Unified Ser Tr Ballast Small/M (MGMT)
This table provides information on the latest institutional transactions involving Unified Ser Tr Ballast Small/M (MGMT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-55.2K- 60.33% |
$2.09M - $2.44M
|
36.3K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-376- 1.45% |
$14.2K - $16.6K
|
25.5K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5KNew |
$189K - $221K
|
5K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
834+ 809.71% |
$31.6K - $36.9K
|
937
$39.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.33K+ 7.0% |
$202K - $236K
|
81.4K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
545+ 5.35% |
$20.6K - $24.1K
|
10.7K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
163+ 0.13% |
$6.17K - $7.21K
|
124K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-162K- 47.4% |
$6.12M - $7.15M
|
179K
$7.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.28K+ 9.66% |
$276K - $322K
|
82.7K
$3.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
475+ 47500.0% |
$18K - $21K
|
476
$20.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
7.65K+ 5.11% |
$290K - $338K
|
157K
$6.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
400+ 6.27% |
$15.1K - $17.7K
|
6.78K
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57New |
$2.16K - $2.52K
|
57
$2.4K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 2.13% |
$393K - $459K
|
477K
$20.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.08K- 5.54% |
$40.7K - $47.5K
|
18.3K
$773K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104KNew |
$3.92M - $4.59M
|
104K
$4.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
16.1KNew |
$611K - $714K
|
16.1K
$681K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 2.35% |
$47.5K - $55.5K
|
54.6K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-136- 0.18% |
$5.15K - $6.01K
|
75.2K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
150+ 4.65% |
$5.68K - $6.63K
|
3.38K
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
27.4K+ 5.07% |
$1.04M - $1.21M
|
569K
$24M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-4.69K- 3.53% |
$177K - $207K
|
128K
$5.41M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.44K- 2.57% |
$54.3K - $63.4K
|
54.5K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.22% |
$3.78K - $4.42K
|
46.2K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-427- 25.6% |
$16.2K - $18.9K
|
1.24K
$52.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$75.7 - $88.4
|
11K
$464K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
1.29K+ 1.67% |
$48.7K - $56.9K
|
78.3K
$3.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5KNew |
$189K - $221K
|
5K
$211K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
35.9K+ 43.95% |
$1.36M - $1.59M
|
118K
$4.96M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
14K+ 10.09% |
$529K - $618K
|
152K
$6.43M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.89KNew |
$170K - $192K
|
4.89K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$353K - $397K
|
10.1K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-13.2K- 70.94% |
$461K - $519K
|
5.42K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.63K- 42.46% |
$266K - $299K
|
10.3K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.8K- 43.87% |
$375K - $422K
|
13.8K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.2KNew |
$357K - $402K
|
10.2K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-13.1K- 26.82% |
$455K - $512K
|
35.6K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
125+ 0.63% |
$4.36K - $4.9K
|
20K
$842K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 1.44% |
$17.4K - $19.6K
|
34.3K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-332- 2.24% |
$11.6K - $13K
|
14.5K
$611K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.8K- 15.01% |
$482K - $542K
|
78.3K
$3.3M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.98K- 50.87% |
$210K - $224K
|
5.77K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-108- 17.76% |
$3.79K - $4.05K
|
500
$21.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
279+ 1.12% |
$9.79K - $10.5K
|
25.1K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
189+ 3.13% |
$6.63K - $7.09K
|
6.23K
$263K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.17K+ 5.07% |
$76.2K - $81.6K
|
45K
$1.9M
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-111- 54.15% |
$3.89K - $4.21K
|
94
$3.96K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.5KNew |
$366K - $396K
|
10.5K
$441K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-47- 0.43% |
$1.65K - $1.78K
|
10.9K
$458K
|
|