Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32K- 59.9% |
$1.07M - $1.27M
|
21.5K
$881K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-9.17K- 11.95% |
$308K - $363K
|
67.6K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.1K- 1.48% |
$70.5K - $83.3K
|
140K
$5.73M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-292- 21.05% |
$9.79K - $11.6K
|
1.1K
$44.9K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.4K- 6.79% |
$1.22M - $1.4M
|
444K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.94K- 14.54% |
$300K - $343K
|
46.7K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.4K- 6.17% |
$242K - $276K
|
97.3K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-4.51K- 3.51% |
$170K - $195K
|
124K
$5.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.89K- 20.4% |
$109K - $125K
|
11.3K
$463K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.55K- 8.44% |
$58.3K - $66.7K
|
16.8K
$688K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-570- 7.57% |
$21.5K - $24.6K
|
6.96K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-340- 71.43% |
$12.8K - $14.7K
|
136
$5.58K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-371- 42.59% |
$14K - $16.4K
|
500
$20.5K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.8K- 15.01% |
$482K - $542K
|
78.3K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-13.2K- 70.94% |
$461K - $519K
|
5.42K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-13.1K- 26.82% |
$455K - $512K
|
35.6K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.8K- 43.87% |
$375K - $422K
|
13.8K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-500- 1.44% |
$17.4K - $19.6K
|
34.3K
$1.41M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.98K- 50.87% |
$210K - $224K
|
5.77K
$237K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-47- 0.43% |
$1.65K - $1.78K
|
10.9K
$446K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-17.9K- 27.91% |
$576K - $677K
|
46.2K
$1.9M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-48.4K- 73.84% |
$1.38M - $1.67M
|
17.2K
$704K
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.24K- 16.51% |
$150K - $181K
|
26.5K
$1.09M
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-7.27KClosed |
$218K - $257K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.4KClosed |
$389K - $435K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.37KClosed |
$183K - $204K
|
0
$0
|
|