Heritage Trust CO Unified Ser Tr Ballast Small/M Transaction History

Heritage Trust CO

$740 Million
Q1 2024

A detailed history of Heritage Trust CO transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Heritage Trust CO holds 10,883 shares of MGMT stock, worth $391,679. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,883

Holding current value

$391,679

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$35.02 - $37.92 $381,122 - $412,683	10,883 New	10,883 $412,000

Others Institutions Holding MGMT

# of Institutions

Shares Held

2.83M

Call Options Held

Put Options Held

Consolidated Planning Corp Atlanta, GA

484K
Shares

$17.4 Million
3.34% of portfolio
High Tower Advisors, LLC Chicago, IL

394K
Shares

$14.2 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

303K
Shares

$10.9 Million
0.01% of portfolio
Hedeker Wealth, LLC

166K
Shares

$5.99 Million
1.85% of portfolio
Lokken Investment Group LLC

135K
Shares

$4.86 Million
2.66% of portfolio

View Full List

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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