Who owns UNIFIED SER TR?

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Analyze quarterly positions in Unified Ser Tr with up to 7 years of data, all consolidated into one spreadsheet

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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 2.7M $88M 7% Mar 2024
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OneAscent Financial Services 1.6M $51M 32% Mar 2024
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OneAscent Wealth Management 958k $31M 7% Mar 2024
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Kestra Advisory Services 106k $3.2M 1% Dec 2023
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Jane Street 78k $2.5M 73% Mar 2024
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Citadel Advisors 75k $2.4M 410% Mar 2024
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Cambridge Investment Research Advisors 57k $1.8M 30% Mar 2024
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Intl Fcstone 38k $1.2M 5% Mar 2024
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Bank Of Montreal 36k $1.2M 217% Mar 2024
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RFG Advisory 33k $1.1M -2% Mar 2024
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Patron Partners Advisors 26k $837k 167% Mar 2024
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Firestone Capital Management 9.3k $298k 2% Mar 2024
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H D Vest Advisory Services 7.1k $229k 100% Mar 2024
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Advisor Group Holdings 155.00 $5.0k 100% Mar 2024
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Who sold out of Unified Ser Tr?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Dec 2023 46k $1.4M
Susquehanna International Sep 2023 8.0k $228k