Latest Institutional Purchases of Unified Ser Tr Ballast Small/M (MGMT)
This list provides information on the latest institutional transactions involving Unified Ser Tr Ballast Small/M (MGMT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
59.3K+ 10.32% |
$1.99M - $2.35M
|
633K
$26M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.15K+ 5.83% |
$72K - $85.1K
|
39K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
59+ 0.45% |
$1.98K - $2.34K
|
13.2K
$541K
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
50K+ 31.74% |
$1.89M - $2.16M
|
207K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.6K+ 59.48% |
$815K - $932K
|
57.9K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.1K+ 11.36% |
$530K - $606K
|
138K
$5.66M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.3K+ 6.28% |
$425K - $486K
|
191K
$7.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
10.6K+ 9.03% |
$401K - $458K
|
128K
$5.26M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3KNew |
$390K - $446K
|
10.3K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.1KNew |
$306K - $350K
|
8.1K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.28K+ 6.39% |
$199K - $228K
|
88K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.27K+ 77.79% |
$199K - $228K
|
12.1K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.09K+ 31.54% |
$192K - $220K
|
21.2K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.66KNew |
$138K - $158K
|
3.66K
$150K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.05K+ 3.74% |
$115K - $131K
|
84.5K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.65K+ 10.38% |
$99.9K - $114K
|
28.2K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.8K+ 16.79% |
$68K - $77.7K
|
12.5K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.47K+ 43.58% |
$55.5K - $63.5K
|
4.85K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
294+ 312.77% |
$11.1K - $12.7K
|
388
$15.9K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
12+ 0.02% |
$453 - $518
|
75.2K
$3.09M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5KNew |
$189K - $221K
|
5K
$205K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5KNew |
$189K - $221K
|
5K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
834+ 809.71% |
$31.6K - $36.9K
|
937
$38.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57New |
$2.16K - $2.52K
|
57
$2.34K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$75.7 - $88.4
|
11K
$451K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.2KNew |
$357K - $402K
|
10.2K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$353K - $397K
|
10.1K
$415K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.89KNew |
$170K - $192K
|
4.89K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
125+ 0.63% |
$4.36K - $4.9K
|
20K
$819K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.17K+ 5.07% |
$76.2K - $81.6K
|
45K
$1.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
279+ 1.12% |
$9.79K - $10.5K
|
25.1K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
189+ 3.13% |
$6.63K - $7.09K
|
6.23K
$256K
|
|
| Q1 2024 | |||||||
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.5KNew |
$366K - $396K
|
10.5K
$429K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
179New |
$5.76K - $6.77K
|
179
$7.35K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
90New |
$2.83K - $3.19K
|
90
$3.69K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.87KNew |
$261K - $298K
|
8.87K
$364K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.69K+ 5.05% |
$49.7K - $56.8K
|
35.2K
$1.44M
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.3KNew |
$351K - $392K
|
10.3K
$422K
|
|