13F 机构持仓

MDST ULTIMUS MANAGERS TR

WESTWOOD SALIENT

持有机构数372026Q2
26Q126Q2
机构合计持股(股)5,172,0772026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2375,172,077$1.49亿 71772$2,634.96万
2026Q1314,198,651$1.20亿 61360$2,072.09万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

MORGAN STANLEY加仓$1,358.95万
Chicago Partners Investment Group LLC加仓$298.91万
LPL Financial LLC加仓$222.61万
Cambridge Investment Research Advisors, Inc.加仓$173.62万
North Star Investment Management Corp.加仓$138.67万
Janney Montgomery Scott LLC加仓$100.04万
ROYAL BANK OF CANADA加仓$73.99万
COMMONWEALTH EQUITY SERVICES, LLC加仓$66.39万
STIFEL FINANCIAL CORP加仓$60.25万
OSAIC HOLDINGS, INC.加仓$57.99万
Rockefeller Capital Management L.P.加仓$40.37万
Wealthcare Advisory Partners LLC加仓$37.00万
OPPENHEIMER & CO INC加仓$26.59万
Beacon Pointe Advisors, LLC新建仓$25.37万
Equitable Holdings, Inc.新建仓$20.21万
OLD MISSION CAPITAL LLC重新持有$14.46万
Clear Trail Advisors, LLC加仓$8.60万
CHILTON CAPITAL MANAGEMENT LLC新建仓$5.77万
SILVER OAK SECURITIES, INCORPORATED加仓$3.59万
Tactive Advisors, LLC加仓$2.98万

2026Q2 卖出最多

JANE STREET GROUP, LLC重新持有-$52.86万
Garden State Investment Advisory Services LLC减仓-$25.01万
WESTWOOD HOLDINGS GROUP INC减仓-$15.19万
SHEPHERD KAPLAN KROCHUK, LLC减仓-$3.11万
UBS Group AG清仓-$2.17万
Steward Partners Investment Advisory, LLC减仓-$2.14万
Avidian Wealth Enterprises, LLC减仓-$1.71万
Tandem Financial, LLC减仓-$1.42万
ENVESTNET ASSET MANAGEMENT INC减仓-$1.14万
AE Wealth Management LLC清仓-$4,547

2026Q2 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
WESTWOOD HOLDINGS GROUP INC1,581,549$4,559.61万0.34%-5,270减仓
LPL Financial LLC1,179,517$3,400.55万0.01%77,216加仓
MORGAN STANLEY559,248$1,612.31万0.00%471,367加仓
North Star Investment Management Corp.217,786$627.88万0.34%48,100加仓
Janney Montgomery Scott LLC207,936$599.50万0.01%34,699加仓
Chicago Partners Investment Group LLC196,857$593.53万0.12%99,141加仓
Rockefeller Capital Management L.P.202,455$583.68万0.01%14,003加仓
STIFEL FINANCIAL CORP158,829$457.90万0.00%20,900加仓
Miller Global Investments, LLC113,986$328.62万2.72%0不变
ROYAL BANK OF CANADA113,469$327.10万0.00%25,667加仓
Garden State Investment Advisory Services LLC90,325$260.41万0.47%-8,675减仓
Cambridge Investment Research Advisors, Inc.89,260$257.40万0.00%60,207加仓
COMMONWEALTH EQUITY SERVICES, LLC88,629$255.52万0.00%23,027加仓
Clear Trail Advisors, LLC62,639$180.59万0.28%2,983加仓
OSAIC HOLDINGS, INC.43,351$125.01万0.00%20,109加仓
Wealthcare Advisory Partners LLC43,259$124.72万0.02%12,835加仓
OPPENHEIMER & CO INC28,879$83.26万0.01%9,223加仓
OLD MISSION CAPITAL LLC26,186$75.49万0.01%5,015重新持有
Tandem Financial, LLC25,103$72.94万0.22%-490减仓
JANE STREET GROUP, LLC24,721$71.27万0.00%-18,335重新持有
Steward Partners Investment Advisory, LLC19,772$57.00万0.00%-744减仓
SHEPHERD KAPLAN KROCHUK, LLC17,468$50.36万0.40%-1,078减仓
SILVER OAK SECURITIES, INCORPORATED15,912$45.87万0.03%1,244加仓
Tactive Advisors, LLC12,486$36.00万0.09%1,032加仓
Avidian Wealth Enterprises, LLC11,545$33.28万0.01%-592减仓
ENVESTNET ASSET MANAGEMENT INC9,535$27.49万0.00%-396减仓
Beacon Pointe Advisors, LLC8,800$25.37万0.00%8,800新建仓
Equitable Holdings, Inc.7,009$20.21万0.00%7,009新建仓
Founders Financial Alliance, LLC5,656$16.31万0.02%0不变
Parallel Advisors, LLC5,600$16.14万0.00%0不变
CHILTON CAPITAL MANAGEMENT LLC2,000$5.77万0.00%2,000新建仓
PRIVATE TRUST CO NA726$2.09万0.00%234加仓
BESSEMER GROUP INC500$1.40万0.00%0不变
JPMORGAN CHASE & CO462$1.34万0.00%462新建仓
Allworth Financial LP462$1.33万0.00%462新建仓
Key Financial Inc150$4,3240.00%150新建仓
SIMPLEX TRADING, LLC10$2880.00%10新建仓

内部人交易(Form 4)

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