Cambridge Investment Research Advisors, Inc. Unified Ser Tr Ballast Small/M Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$34.07 - $38.08 $388,909 - $434,683	-11,415 Closed	0 $0
Q4 2021 Feb 03, 2022	SELL	$35.46 - $38.12 $94,784 - $101,894	-2,673 Reduced 18.97%	11,415 $0
Q3 2021 Nov 02, 2021	BUY	$34.47 - $37.14 $35,055 - $37,771	1,017 Added 7.78%	14,088 $0
Q2 2021 Aug 10, 2021	BUY	$33.74 - $36.46 $76,488 - $82,654	2,267 Added 20.98%	13,071 $0
Q1 2021 May 07, 2021	BUY	$26.51 - $34.76 $286,414 - $375,547	10,804 New	10,804 $0

Others Institutions Holding MGMT

# of Institutions

Shares Held

2.9M

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

541K
Shares

$22.1 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

532K
Shares

$21.7 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

318K
Shares

$13 Million
0.01% of portfolio
Lokken Investment Group LLC

143K
Shares

$5.82 Million
2.5% of portfolio
First City Capital Management, Inc.

138K
Shares

$5.65 Million
2.75% of portfolio

View Full List

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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