Who owns UNIFIED SER TR?
- Ticker: OACP
- CUSIP Number: 90470l519
Tip: Access positions for across all investors
Analyze quarterly positions in Unified Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Unified Ser Tr stock
Who bought or sold UNIFIED SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Atria Investments | 5.6M | $127M | 8% | Mar 2024 |
|
| OneAscent Financial Services | 3.4M | $77M | 13% | Mar 2024 |
|
| OneAscent Wealth Management | 2.4M | $54M | 7% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 104k | $2.4M | 29% | Mar 2024 |
|
| RFG Advisory | 83k | $1.9M | -11% | Mar 2024 |
|
| Patron Partners Advisors | 74k | $1.7M | 237% | Mar 2024 |
|
| Citadel Advisors | 25k | $556k | 52% | Mar 2024 |
|
| Flow Traders US | 19k | $424k | -13% | Mar 2024 |
|
| UBS Group | 62.00 | $1.4k | -88% | Mar 2024 |
|
Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Royal Bank of Canada | Dec 2023 | 2.1k | $48k |