Who owns UNIFIED SER TR?
- Ticker: OALC
- CUSIP Number: 90470l527
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 | 2.4M | $67M | 12% | Mar 2024 |
|
| OneAscent Financial Services | 2.1M | $57M | 54% | Mar 2024 |
|
| OneAscent Wealth Management | 1.1M | $31M | 14% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 106k | $2.9M | 27% | Mar 2024 |
|
| Kestra Advisory Services | 75k | $1.9M | 103% | Dec 2023 |
|
| Patron Partners Advisors | 72k | $2.0M | 212% | Mar 2024 |
|
| RFG Advisory | 49k | $1.3M | 2% | Mar 2024 |
|
| EverSource Wealth Advisors | 583.00 | $15k | 0% | Mar 2024 |
|
| UBS Group | 28.00 | $765.998800 | -88% | Mar 2024 |
|
Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Dec 2023 | 30k | $739k |
| Royal Bank of Canada | Dec 2023 | 598.00 | $15k |