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 |
|---|---|---|---|---|---|---|---|
|
Dec 18, 2025
Q3 2025
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
56.8KNew |
$2.27M - $2.54M
|
56.8K
$2.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
44.8K+ 583.65% |
$1.79M - $2.01M
|
52.5K
$2.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
24.6K+ 3.88% |
$981K - $1.1M
|
658K
$27.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.8KNew |
$628K - $705K
|
15.8K
$666K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
11.3K+ 5.08% |
$449K - $504K
|
233K
$9.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.1KNew |
$443K - $497K
|
11.1K
$470K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$412K - $462K
|
10.3K
$437K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
8.37K+ 6.53% |
$334K - $375K
|
137K
$5.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.46KNew |
$258K - $289K
|
6.46K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.08KNew |
$242K - $272K
|
6.08K
$257K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
5KNew |
$200K - $224K
|
5K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.93KNew |
$197K - $221K
|
4.93K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.14K+ 9.84% |
$125K - $140K
|
35K
$1.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.03K+ 62.52% |
$121K - $136K
|
7.88K
$333K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.31K+ 1.79% |
$92.1K - $103K
|
131K
$5.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.5K+ 1.2% |
$59.7K - $66.9K
|
126K
$5.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
940+ 7.13% |
$37.5K - $42.1K
|
14.1K
$597K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
864+ 1.01% |
$34.5K - $38.7K
|
86K
$3.64M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
505+ 0.36% |
$20.1K - $22.6K
|
140K
$5.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
50+ 0.72% |
$2K - $2.24K
|
7.01K
$296K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
6.71K+ 31.61% |
$225K - $266K
|
28K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.48KNew |
$117K - $138K
|
3.48K
$147K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.32KNew |
$111K - $132K
|
3.32K
$141K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.04K+ 2.72% |
$68.5K - $81K
|
77.2K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
748+ 5.97% |
$25.1K - $29.6K
|
13.3K
$562K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
689+ 137.8% |
$23.1K - $27.3K
|
1.19K
$50.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.27K+ 77.79% |
$199K - $228K
|
12.1K
$510K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5KNew |
$189K - $221K
|
5K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57New |
$2.16K - $2.52K
|
57
$2.41K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.2KNew |
$357K - $402K
|
10.2K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$353K - $397K
|
10.1K
$428K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.89KNew |
$170K - $192K
|
4.89K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
125+ 0.63% |
$4.36K - $4.9K
|
20K
$844K
|
|
| 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
$263K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
179New |
$5.76K - $6.77K
|
179
$7.57K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
90New |
$2.83K - $3.19K
|
90
$3.81K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.87KNew |
$261K - $298K
|
8.87K
$375K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.69K+ 5.05% |
$49.7K - $56.8K
|
35.2K
$1.49M
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.3KNew |
$351K - $392K
|
10.3K
$435K
|
|