Purchases and Sales Made in Q1 2025 in Unified Ser Tr Ballast Small/M (MGMT)
This table provides information about the institutional ownership of Unified Ser Tr Ballast Small/M (MGMT) during Q1 2025. The information is specifically focused on institutions that hold shares of UNIFIED SER TR BALLAST SMALL/M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
146+ 11.76% |
$5.51K - $6.3K
|
1.39K
$53.1K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-10.6K- 6.98% |
$402K - $459K
|
142K
$5.43M
|