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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
35.9K+ 43.95% |
$1.36M - $1.59M
|
118K
$4.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
27.4K+ 5.07% |
$1.04M - $1.21M
|
569K
$24.1M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
14K+ 10.09% |
$529K - $618K
|
152K
$6.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5KNew |
$189K - $221K
|
5K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
1.29K+ 1.67% |
$48.7K - $56.9K
|
78.3K
$3.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
100+ 0.22% |
$3.78K - $4.42K
|
46.2K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$75.7 - $88.4
|
11K
$466K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
91.6KNew |
$3.19M - $3.59M
|
91.6K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25.9KNew |
$903K - $1.02M
|
25.9K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.4K+ 7.36% |
$816K - $918K
|
341K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
10.2KNew |
$357K - $402K
|
10.2K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$353K - $397K
|
10.1K
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
7.28K+ 5.11% |
$254K - $285K
|
150K
$6.35M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.89KNew |
$170K - $192K
|
4.89K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.73K+ 6.63% |
$165K - $186K
|
76.1K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.51K+ 6.37% |
$157K - $177K
|
75.3K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.87K+ 1.53% |
$65.1K - $73.2K
|
124K
$5.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.13K+ 53.71% |
$39.3K - $44.3K
|
3.23K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
150+ 0.78% |
$5.23K - $5.88K
|
19.4K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
125+ 0.63% |
$4.36K - $4.9K
|
20K
$846K
|
|
|
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
$1.91M
|
|
|
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
$264K
|
|
| Q1 2024 | |||||||
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.5KNew |
$366K - $396K
|
10.5K
$443K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
179New |
$5.76K - $6.77K
|
179
$7.59K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.2 - $37.8
|
1
$42.4
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
90New |
$2.83K - $3.19K
|
90
$3.82K
|
|
| Q4 2022 | |||||||
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.87KNew |
$261K - $298K
|
8.87K
$376K
|
|
|
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
$436K
|
|