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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
91.6KNew |
$3.19M - $3.59M
|
91.6K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25.9KNew |
$903K - $1.02M
|
25.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.4K+ 7.36% |
$816K - $918K
|
341K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
22.2K+ 4.28% |
$775K - $871K
|
541K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
12.6K+ 18.32% |
$441K - $496K
|
81.7K
$3.44M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
11K+ 8.67% |
$385K - $433K
|
138K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.2KNew |
$357K - $402K
|
10.2K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$353K - $397K
|
10.1K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
7.28K+ 5.11% |
$254K - $285K
|
150K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.73K+ 6.63% |
$165K - $186K
|
76.1K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.51K+ 6.37% |
$157K - $177K
|
75.3K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.87K+ 1.53% |
$65.1K - $73.2K
|
124K
$5.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 3.35% |
$52.1K - $58.6K
|
46.1K
$1.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.13K+ 53.71% |
$39.3K - $44.3K
|
3.23K
$136K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
993+ 1.31% |
$34.6K - $39K
|
77.1K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
150+ 0.78% |
$5.23K - $5.88K
|
19.4K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
125+ 0.63% |
$4.36K - $4.9K
|
20K
$841K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
38+ 2.33% |
$1.33K - $1.49K
|
1.67K
$70.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
279+ 1.12% |
$9.79K - $10.5K
|
25.1K
$1.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
189+ 3.13% |
$6.63K - $7.09K
|
6.23K
$262K
|
|
| Q1 2024 | |||||||
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.5KNew |
$366K - $396K
|
10.5K
$441K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
150+ 1.38% |
$5.25K - $5.69K
|
11K
$463K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
179New |
$5.76K - $6.77K
|
179
$7.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.2 - $37.8
|
1
$42.1
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
90New |
$2.83K - $3.19K
|
90
$3.79K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.87KNew |
$261K - $298K
|
8.87K
$374K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.69K+ 5.05% |
$49.7K - $56.8K
|
35.2K
$1.48M
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.3KNew |
$351K - $392K
|
10.3K
$434K
|
|