Who owns UNIFIED SER TR?
- Ticker: OAIM
- CUSIP Number: 90470l444
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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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Who bought or sold UNIFIED SER TR this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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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 |