Latest Institutional Sells of Unified Ser Tr Ballast Small/M (MGMT)
This list provides information on the latest institutional transactions involving Unified Ser Tr Ballast Small/M (MGMT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-284K- 76.31% |
$11.3M - $12.7M
|
88.2K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-89.6K- 41.46% |
$3.58M - $4.01M
|
127K
$5.35M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.5K- 76.69% |
$656K - $736K
|
5K
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.4K- 7.55% |
$335K - $376K
|
103K
$4.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.05K- 15.5% |
$241K - $270K
|
33K
$1.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-5.92K- 39.75% |
$236K - $265K
|
8.97K
$380K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.96K- 4.65% |
$158K - $177K
|
81.1K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.04K- 7.12% |
$121K - $136K
|
39.7K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-1.71K- 17.84% |
$68K - $76.3K
|
7.85K
$332K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-834- 2.34% |
$33.3K - $37.3K
|
34.8K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-811- 2.89% |
$32.4K - $36.3K
|
27.3K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-440- 40.18% |
$17.6K - $19.7K
|
655
$27.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-237- 2.74% |
$9.46K - $10.6K
|
8.43K
$356K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-104- 0.15% |
$4.15K - $4.65K
|
67.5K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-27- 0.74% |
$1.08K - $1.21K
|
3.63K
$154K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-354- 3.14% |
$11.9K - $14K
|
10.9K
$462K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-135- 99.26% |
$4.53K - $5.35K
|
1
$42.3
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-115- 29.64% |
$3.86K - $4.56K
|
273
$11.5K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.8K- 15.01% |
$482K - $542K
|
78.3K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-13.2K- 70.94% |
$461K - $519K
|
5.42K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.8K- 43.87% |
$375K - $422K
|
13.8K
$582K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-47- 0.43% |
$1.65K - $1.78K
|
10.9K
$459K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-17.9K- 27.91% |
$576K - $677K
|
46.2K
$1.95M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-48.4K- 73.84% |
$1.38M - $1.67M
|
17.2K
$726K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.24K- 16.51% |
$150K - $181K
|
26.5K
$1.12M
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.27KClosed |
$218K - $257K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4KClosed |
$389K - $435K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.37KClosed |
$183K - $204K
|
0
$0
|
|