MDST ULTIMUS MANAGERS TR
WESTWOOD SALIENT
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 37 | 5,172,077 | $1.49亿 | 7 | 17 | 7 | 2 | $2,634.96万 |
| 2026Q1 | 31 | 4,198,651 | $1.20亿 | 6 | 13 | 6 | 0 | $2,072.09万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Garden State Investment Advisory Services LLC | 新建仓 | $283.14万 |
| North Star Investment Management Corp. | 加仓 | $280.06万 |
| Chicago Partners Investment Group LLC | 新建仓 | $274.29万 |
| Rockefeller Capital Management L.P. | 加仓 | $269.98万 |
| MORGAN STANLEY | 重新持有 | $251.34万 |
| LPL Financial LLC | 加仓 | $227.19万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $147.10万 |
| Clear Trail Advisors, LLC | 加仓 | $96.25万 |
| STIFEL FINANCIAL CORP | 加仓 | $65.26万 |
| Tandem Financial, LLC | 重新持有 | $51.80万 |
| WESTWOOD HOLDINGS GROUP INC | 加仓 | $28.80万 |
| ENVESTNET ASSET MANAGEMENT INC | 新建仓 | $28.40万 |
| SHEPHERD KAPLAN KROCHUK, LLC | 加仓 | $23.85万 |
| Wealthcare Advisory Partners LLC | 加仓 | $21.19万 |
| ROYAL BANK OF CANADA | 加仓 | $16.93万 |
| Avidian Wealth Enterprises, LLC | 加仓 | $12.90万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $5.34万 |
| UBS Group AG | 新建仓 | $2.17万 |
| Tactive Advisors, LLC | 加仓 | $9,152 |
| Sunbelt Securities, Inc. | 新建仓 | $5,720 |
2026Q1 卖出最多
| OSAIC HOLDINGS, INC. | 减仓 | -$4.85万 |
| OPPENHEIMER & CO INC | 减仓 | -$3.40万 |
| Janney Montgomery Scott LLC | 减仓 | -$2.86万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$2.05万 |
| SILVER OAK SECURITIES, INCORPORATED | 减仓 | -$1.51万 |
| Miller Global Investments, LLC | 减仓 | -$1.19万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
MDST 董事、高管和大股东的最新买卖申报。专业版可看 🔒