Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.47K+ 43.58% |
$55.5K - $63.5K
|
4.85K
$175K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
146+ 11.76% |
$5.51K - $6.3K
|
1.39K
$50K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.56K- 1.98% |
$58.7K - $67.1K
|
76.8K
$2.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.89K- 20.4% |
$109K - $125K
|
11.3K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.35K- 20.24% |
$353K - $404K
|
36.9K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-10.6K- 6.98% |
$402K - $459K
|
142K
$5.11M
|