Capital Advisors, Ltd. LLC Unified Ser Tr Ballast Small/M Put Options Transaction History

Capital Advisors, Ltd. LLC

$793 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MGMT

# of Institutions

49

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

569K
Shares

$23.7 Million
3.61% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$19.8 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

341K
Shares

$14.2 Million
0.01% of portfolio
Lokken Investment Group LLC

157K
Shares

$6.55 Million
3.08% of portfolio
First City Capital Management, Inc.

152K
Shares

$6.34 Million
3.41% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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