Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / WESTWOOD SALIENT
-
Total 13F shares
-
1,925,153
-
Share change
-
+114,469
-
Total reported value
-
$52,152,317
-
Price per share
-
$27.09
-
Number of holders
-
12
-
Value change
-
+$3,088,401
-
Number of buys
-
9
-
Number of sells
-
3
Institutional Holders of ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) as of Q2 2025
As of 30 Jun 2025,
ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,925,153 shares.
The largest 10 holders included
WESTWOOD HOLDINGS GROUP INC, Janney Montgomery Scott LLC, STIFEL FINANCIAL CORP, Steward Partners Investment Advisory, LLC, LPL Financial LLC, JANE STREET GROUP, LLC, CITADEL ADVISORS LLC, OSAIC HOLDINGS, INC., Avidian Wealth Enterprises, LLC, and Royal Bank of Canada.
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 2025 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.