Sage Mountain Advisors LLC Unified Ser Tr Ballast Small/M Transaction History

Sage Mountain Advisors LLC

$1.16 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	BUY	$34.07 - $38.08 $350,580 - $391,843	10,290 New	10,290 $363,000

Others Institutions Holding MGMT

# of Institutions

45

Shares Held

3M

Call Options Held

0

Put Options Held

0

Consolidated Planning Corp Atlanta, GA

541K
Shares

$22.6 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

487K
Shares

$20.4 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

341K
Shares

$14.3 Million
0.01% of portfolio
Lokken Investment Group LLC

150K
Shares

$6.26 Million
2.55% of portfolio
First City Capital Management, Inc.

138K
Shares

$5.79 Million
2.75% of portfolio

About UNIFIED SER TR BALLAST SMALL/M

Ticker MGMT
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