Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
59.3K+ 10.32% |
$1.99M - $2.35M
|
633K
$26M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.15K+ 5.83% |
$72K - $85.1K
|
39K
$1.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
59+ 0.45% |
$1.98K - $2.34K
|
13.2K
$541K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-292- 21.05% |
$9.79K - $11.6K
|
1.1K
$44.9K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.1K- 1.48% |
$70.5K - $83.3K
|
140K
$5.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-9.17K- 11.95% |
$308K - $363K
|
67.6K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-32K- 59.9% |
$1.07M - $1.27M
|
21.5K
$881K
|