Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / WESTWOOD SALIENT
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Number of holders
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8
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Total 13F shares, excl. options
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1.81M
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Shares change
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-16.3K
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Total reported value, excl. options
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$50.4M
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Value change
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-$437K
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Number of buys
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6
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Number of sells
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-3
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Price
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$27.82
Significant Holders of ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) as of Q1 2025
10 filings reported holding MDST - ULTIMUS MANAGERS TR - WESTWOOD SALIENT as of Q1 2025.
ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.81M shares
.
Largest 10 shareholders include WESTWOOD HOLDINGS GROUP INC (1.59M shares), Janney Montgomery Scott LLC (74K shares), Steward Partners Investment Advisory, LLC (63.2K shares), STIFEL FINANCIAL CORP (58.7K shares), OLD MISSION CAPITAL LLC (16.8K shares), Avidian Wealth Enterprises, LLC (7.85K shares), OSAIC HOLDINGS, INC. (3.1K shares), Parallel Advisors, LLC (800 shares), CITADEL ADVISORS LLC (0 shares), and JANE STREET GROUP, LLC (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.