MGMT / Unified Series Trust - Ballast Small/Mid Cap ETF - Institutionellt ägande - Säljare

Unified Series Trust - Ballast Small/Mid Cap ETF
US ˙ ARCA ˙ US90470L5509

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-12 13F Integrated Advisors Network LLC 10 915 −3,14 431 −0,92
2025-07-01 13F Harbor Investment Advisory, Llc 1 095 −21,05 43 −18,87
2025-08-01 13F Envestnet Asset Management Inc 85 078 −3,31 3 359 −1,12
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-07-11 13F Thomasville National Bank 67 620 −11,95 2 670 −9,95
2025-08-12 13F Steward Partners Investment Advisory, Llc 42 729 −8,48 1 687 −6,44
2025-08-12 13F Frontier Asset Management, LLC 14 891 −11,20 588 −9,27
2025-08-14 13F Fmr Llc 34 −84,19 1 −87,50
2025-05-14 13F Northwestern Mutual Wealth Management Co 0 −100,00 0
2025-05-15 13F Baird Financial Group, Inc. 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 128 681 −6,60 5 080 −4,46
2025-08-15 13F Morgan Stanley 273 −29,64 11 −28,57
2025-08-18 13F Tactive Advisors, LLC 7 684 −26,51 303 −23,48
2025-08-14 13F Benjamin Edwards Inc 28 101 −0,20 1 109 2,12
2025-04-08 13F Atlas Brown,Inc. 0 −100,00 0
2025-05-07 13F HB Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-14 13F Wells Fargo & Company/mn 1 −99,26 0 −100,00
2025-08-12 13F LPL Financial LLC 8 663 −16,28 342 −14,29
2025-07-15 13F First City Capital Management, Inc. 139 653 −1,48 5 514 0,77
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 21 450 −59,90 847 −59,01
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-08-08 13F Gts Securities Llc 31 901 −44,93 1 259 −43,69
2025-08-11 13F HighTower Advisors, LLC 372 174 −16,26 14 693 −14,36
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista