As of 30 Sep 2025, 22 institutional investors reported holding 2,961,697 shares of ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 174,550 | $4,611,612 | +$74,584 | $26.42 | 4 |
| 2025 Q3 | 2,961,697 | $79,107,326 | +$27,677,872 | $26.71 | 22 |
| 2025 Q2 | 1,925,153 | $52,152,317 | +$3,088,402 | $27.09 | 12 |
| 2025 Q1 | 1,810,684 | $50,373,510 | -$436,661 | $27.82 | 8 |
| 2024 Q4 | 1,827,025 | $49,841,174 | +$4,544,698 | $27.28 | 8 |
| 2024 Q3 | 1,660,428 | $42,688,939 | +$2,542,476 | $25.71 | 4 |
| 2024 Q2 | 1,561,539 | $39,463,995 | +$39,463,995 | $25.27 | 3 |