Unified Ser Tr Ballast Small/M MGMT
Institutional shares held
3.03 Million
0
calls
0
puts
Total value of holdings
$133M
$0
calls
$0
puts
# of Institutions
48
We take great care to ensure that the data presented and summarized in this overview for UNIFIED SER TR BALLAST SMALL/M is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding MGMT
View all-
Consolidated Planning Corp Atlanta, GA633KShares$27.8 Million3.52% of portfolio
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High Tower Advisors, LLC Chicago, IL372KShares$16.4 Million0.02% of portfolio
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Lokken Investment Group LLC222KShares$9.74 Million3.77% of portfolio
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Stifel Financial Corp St. Louis, MO216KShares$9.5 Million0.01% of portfolio
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First City Capital Management, Inc.140KShares$6.14 Million3.24% of portfolio
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Rockefeller Capital Management L.P. New York, NY129KShares$5.65 Million0.01% of portfolio
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Weaver Consulting Group128KShares$5.63 Million1.69% of portfolio
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Hedeker Wealth, LLC125KShares$5.48 Million1.2% of portfolio
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Raymond James Financial Inc St. Petersburg, FL111KShares$4.89 Million0.0% of portfolio
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Warren Averett Asset Management, LLC Birmingham, AL85.2KShares$3.74 Million0.04% of portfolio