Atria Investments, Inc - ULTIMUS MANAGERS TR ownership

ULTIMUS MANAGERS TR's ticker is and the CUSIP is 90386K639. A total of 13 filers reported holding ULTIMUS MANAGERS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of ULTIMUS MANAGERS TR
ValueSharesWeighting
Q3 2023$4,530,054
-1.6%
166,373
+0.0%
0.08%
-2.4%
Q2 2023$4,603,527
-1.7%
166,313
-10.8%
0.08%
-6.7%
Q1 2023$4,682,878
+20.9%
186,525
+19.7%
0.09%
+12.7%
Q4 2022$3,872,351155,8560.08%
Other shareholders
ULTIMUS MANAGERS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Q3 Asset Management 584,233$15,9076.30%
HBW ADVISORY SERVICES LLC 1,103,706$30,0526.27%
CPR Investments Inc. 11,769$320,4500.34%
Secure Asset Management, LLC 10,891$296,5320.09%
Atria Investments, Inc 166,373$4,530,0540.08%
Simplicity Solutions, LLC 32,432$883,0680.03%
USA FINANCIAL FORMULAS 351$9,5570.01%
AXXCESS WEALTH MANAGEMENT, LLC 11,214$305,3380.01%
Orion Portfolio Solutions, LLC 7,679$209,0860.00%
HARBOUR INVESTMENTS, INC. 1,097$29,8690.00%
View complete list of ULTIMUS MANAGERS TR shareholders