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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2025
Q3 2025
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
56.8KNew |
$2.27M - $2.54M
|
56.8K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.46KNew |
$258K - $289K
|
6.46K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.31K+ 1.79% |
$92.1K - $103K
|
131K
$5.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.1KNew |
$443K - $497K
|
11.1K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.08KNew |
$242K - $272K
|
6.08K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
864+ 1.01% |
$34.5K - $38.7K
|
86K
$3.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.14K+ 9.84% |
$125K - $140K
|
35K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$412K - $462K
|
10.3K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.4K- 7.55% |
$335K - $376K
|
103K
$4.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-27- 0.74% |
$1.08K - $1.21K
|
3.63K
$154K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.04K- 7.12% |
$121K - $136K
|
39.7K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-834- 2.34% |
$33.3K - $37.3K
|
34.8K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-237- 2.74% |
$9.46K - $10.6K
|
8.43K
$356K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-89.6K- 41.46% |
$3.58M - $4.01M
|
127K
$5.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
8.37K+ 6.53% |
$334K - $375K
|
137K
$5.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-1.71K- 17.84% |
$68K - $76.3K
|
7.85K
$332K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-284K- 76.31% |
$11.3M - $12.7M
|
88.2K
$3.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.8KNew |
$628K - $705K
|
15.8K
$666K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
50+ 0.72% |
$2K - $2.24K
|
7.01K
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
11.3K+ 5.08% |
$449K - $504K
|
233K
$9.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.96K- 4.65% |
$158K - $177K
|
81.1K
$3.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-5.92K- 39.75% |
$236K - $265K
|
8.97K
$380K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.48K- 4.33% |
$59.2K - $66.4K
|
32.8K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
24.6K+ 3.88% |
$981K - $1.1M
|
658K
$27.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-440- 40.18% |
$17.6K - $19.7K
|
655
$27.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.05K- 15.5% |
$241K - $270K
|
33K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.93KNew |
$197K - $221K
|
4.93K
$209K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-811- 2.89% |
$32.4K - $36.3K
|
27.3K
$1.15M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
505+ 0.36% |
$20.1K - $22.6K
|
140K
$5.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.5K+ 1.2% |
$59.7K - $66.9K
|
126K
$5.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
940+ 7.13% |
$37.5K - $42.1K
|
14.1K
$597K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5KNew |
$200K - $224K
|
5K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.03K+ 62.52% |
$121K - $136K
|
7.88K
$333K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
44.8K+ 583.65% |
$1.79M - $2.01M
|
52.5K
$2.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-104- 0.15% |
$4.15K - $4.65K
|
67.5K
$2.86M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.5K- 76.69% |
$656K - $736K
|
5K
$212K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
689+ 137.8% |
$23.1K - $27.3K
|
1.19K
$50.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.04K+ 2.72% |
$68.5K - $81K
|
77.2K
$3.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-115- 29.64% |
$3.86K - $4.56K
|
273
$11.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-135- 99.26% |
$4.53K - $5.35K
|
1
$42.3
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.48KNew |
$117K - $138K
|
3.48K
$147K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.32KNew |
$111K - $132K
|
3.32K
$141K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
748+ 5.97% |
$25.1K - $29.6K
|
13.3K
$562K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-354- 3.14% |
$11.9K - $14K
|
10.9K
$462K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
6.71K+ 31.61% |
$225K - $266K
|
28K
$1.18M
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.27K+ 77.79% |
$199K - $228K
|
12.1K
$510K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5KNew |
$189K - $221K
|
5K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57New |
$2.16K - $2.52K
|
57
$2.41K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.89KNew |
$170K - $192K
|
4.89K
$207K
|
|