UNIFIED SER TR - BALLAST SMLMD CP (MGMT)

CUSIP: 90470L550

Q1 2021 13F Holders as of 31 Mar 2021

Type / Class
Equity / BALLAST SMLMD CP
Total 13F shares
123,435
Share change
+94,790
Total reported value
$4,152,000
Price per share
$33.63
Number of holders
5
Value change
+$3,254,149
Number of buys
5
Number of sells
1

Quarterly Holders Quick Answers

What is CUSIP 90470L550?
CUSIP 90470L550 identifies MGMT - UNIFIED SER TR - BALLAST SMLMD CP in SEC institutional holdings data.

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Institutional Holders of UNIFIED SER TR - BALLAST SMLMD CP (MGMT) as of Q1 2021

As of 31 Mar 2021, UNIFIED SER TR - BALLAST SMLMD CP (MGMT) was held by 5 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 123,435 shares. The largest 5 holders included Toroso Investments, LLC, HighTower Advisors, LLC, Cambridge Investment Research Advisors, Inc., Homrich & Berg, and UBS Group AG. This page lists 5 institutional shareholders reporting positions in this security for the Q1 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.