Who owns UNIFIED SER TR?
- Ticker: OACP
- CUSIP Number: 90470l519
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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 | 5.2M | $119M | 13% | Dec 2023 |
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| OneAscent Financial Services | 3.4M | $77M | 13% | Mar 2024 |
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| OneAscent Wealth Management | 2.4M | $54M | 7% | Mar 2024 |
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| RFG Advisory | 83k | $1.9M | -11% | Mar 2024 |
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| Cambridge Investment Research Advisors | 81k | $1.8M | 54% | Dec 2023 |
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| Patron Partners Advisors | 22k | $503k | 112% | Dec 2023 |
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| Flow Traders US | 21k | $491k | 100% | Dec 2023 |
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| Citadel Advisors | 16k | $370k | 100% | Dec 2023 |
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| Royal Bank of Canada | 2.1k | $48k | 100% | Dec 2023 |
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| UBS Group | 527.00 | $12k | 100% | Dec 2023 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 39k | $853k |