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
Consolidated Planning Corp 449k $17M 18% Dec 2023
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HighTower Advisors 357k $13M 7% Dec 2023
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Stifel Financial 238k $8.8M 3% Dec 2023
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Hedeker Wealth Management 150k $5.5M -22% Dec 2023
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Lokken Investment Group 120k $4.1M 4% Sep 2023
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Envestnet Asset Management 110k $3.8M 94% Sep 2023
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Rockefeller Capital Management 103k $3.8M 24% Dec 2023
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Raymond James Financial Services Advisors 96k $3.6M 0% Dec 2023
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Raymond James & Associates 95k $3.5M 6% Dec 2023
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Steward Partners Investment Advisory 88k $3.3M 19% Dec 2023
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TNB Financial 68k $2.5M 3% Dec 2023
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First City Capital Management 62k $2.1M 0% Dec 2023
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Weaver Consulting Group 56k $2.1M -4% Dec 2023
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U.S. Capital Wealth Advisors 54k $2.0M 61% Dec 2023
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Cape Investment Advisory 49k $1.8M 21% Dec 2023
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Resource Planning Group 46k $1.7M -28% Dec 2023
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Mercer Global Advisors 46k $1.7M -28% Dec 2023
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Janney Montgomery Scott 26k $969k 9% Dec 2023
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Benjamin F. Edwards & Company 25k $907k 261% Dec 2023
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Frontier Asset Management 24k $841k -6% Sep 2023
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Argent Trust 23k $838k -17% Dec 2023
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Toroso Investments 21k $767k -33% Dec 2023
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Nations Financial Group 11k $415k 0% Dec 2023
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Centric Wealth Management 11k $387k 100% Dec 2023
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HB Wealth Management 11k $401k 0% Dec 2023
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Raymond James Trust 10k $370k 34% Dec 2023
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Prime Capital Investment Advisors 7.1k $262k 100% Dec 2023
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Strategic Blueprint 6.9k $254k -2% Dec 2023
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Advisor Group Holdings 1.2k $45k 11% Dec 2023
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UBS Group 676.00 $25k 248% Dec 2023
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IFP Advisors 179.00 $6.6k 100% Dec 2023
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Wells Fargo & Company 1.00 $34.000000 100% Dec 2023
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Who sold out of Unified Ser Tr?

Fund or Company Name Date Sold Shares Held Valued At
Sage Mountain Advisors Sep 2023 10k $355k
FMR Jun 2023 624.00 $22k