Purchases and Sales Made in Q4 2023 in Ultimus Managers Tr Us Value E (USVT)
This table provides information about the institutional ownership of Ultimus Managers Tr Us Value E (USVT) during Q4 2023. The information is specifically focused on institutions that hold shares of ULTIMUS MANAGERS TR US VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Lyrical Asset Management LP
New York, NY |
BUY
|
- |
9KNew |
$224K - $273K
|
9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.09K+ 28.08% |
$176K - $215K
|
32.3K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-16.2K- 65.1% |
$403K - $491K
|
8.68K
$0
|