UNIFIED SER TR's ticker is MGMT and the CUSIP is 90470L550. A total of 23 filers reported holding UNIFIED SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,451 | +32.4% | 1,087 | +35.9% | 0.00% | – |
| Q2 2023 | $28,286 | +6.0% | 800 | 0.0% | 0.00% | – |
| Q1 2023 | $26,688 | +6.8% | 800 | 0.0% | 0.00% | – |
| Q4 2022 | $25,000 | +4.2% | 800 | -3.6% | 0.00% | – |
| Q3 2022 | $24,000 | -4.0% | 830 | 0.0% | 0.00% | – |
| Q2 2022 | $25,000 | -28.6% | 830 | -15.3% | 0.00% | – |
| Q1 2022 | $35,000 | -40.7% | 980 | -37.4% | 0.00% | – |
| Q4 2021 | $59,000 | -53.9% | 1,565 | -56.1% | 0.00% | – |
| Q3 2021 | $128,000 | +573.7% | 3,565 | +572.6% | 0.00% | – |
| Q2 2021 | $19,000 | – | 530 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First City Capital Management, Inc. | 48,175 | $1,725,000 | 0.97% |
| STRINGER ASSET MANAGEMENT, LLC | 22,506 | $806,000 | 0.76% |
| Resource Planning Group | 11,568 | $414,000 | 0.26% |
| Tidal Investments LLC | 85,589 | $3,065,000 | 0.12% |
| BOENNING & SCATTERGOOD, INC. | 12,012 | $430,000 | 0.08% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 8,842 | $317,000 | 0.02% |
| HighTower Advisors, LLC | 131,885 | $4,723,000 | 0.01% |
| Homrich & Berg | 10,721 | $384,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 14,088 | $504,000 | 0.00% |
| UBS Group AG | 630 | $23,000 | 0.00% |