Purchases and Sales Made in Q4 2025 in Unified Ser Tr Ballast Small/M (MGMT)
This table provides information about the institutional ownership of Unified Ser Tr Ballast Small/M (MGMT) during Q4 2025. The information is specifically focused on institutions that hold shares of UNIFIED SER TR BALLAST SMALL/M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
149KNew |
$6.29M - $6.58M
|
149K
$6.29M
|
|
|
Jan 26, 2026
Q4 2025
|
Pursuit Wealth Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
24.7KNew |
$1.05M - $1.09M
|
24.7K
$1.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
16KNew |
$678K - $709K
|
16K
$678K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9.04K+ 17.2% |
$382K - $400K
|
61.6K
$2.6M
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
4.86K+ 3.47% |
$206K - $215K
|
145K
$6.13M
|
|
|
Jan 26, 2026
Q4 2025
|
Thomasville National Bank
|
BUY
|
- |
1.79K+ 2.65% |
$75.7K - $79.1K
|
69.3K
$2.93M
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
274+ 3.91% |
$11.6K - $12.1K
|
7.28K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.91K- 2.31% |
$123K - $129K
|
123K
$5.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.88K- 24.06% |
$333K - $349K
|
24.9K
$1.05M
|
|