Baird Financial Group, Inc. Unified Ser Tr Ballast Small/M Call Options Transaction History

Baird Financial Group, Inc.

$50.2 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MGMT

# of Institutions

44

Shares Held

2.99M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

541K
Shares

$23.7 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

487K
Shares

$21.3 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

341K
Shares

$14.9 Million
0.01% of portfolio
Lokken Investment Group LLC

150K
Shares

$6.56 Million
2.55% of portfolio
First City Capital Management, Inc.

138K
Shares

$6.06 Million
2.75% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
Sector ETFs
Industry ETFs

More about MGMT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baird Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baird Financial Group, Inc. with notifications on news.