Who owns UNIFIED SER TR?
- Ticker: OAEM
- CUSIP Number: 90470l469
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 | 1.7M | $52M | 71% | Sep 2024 |
|
| OneAscent Wealth Management | 743k | $23M | 81% | Sep 2024 |
|
| Frontier Asset Management | 111k | $3.4M | -23% | Sep 2024 |
|
| Old Mission Capital | 67k | $2.0M | 448% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 42k | $1.3M | 46% | Sep 2024 |
|
| Strategic Blueprint | 37k | $1.1M | -17% | Sep 2024 |
|
| Jane Street | 33k | $1.0M | -63% | Sep 2024 |
|
| Patron Partners Advisors | 31k | $944k | 47% | Sep 2024 |
|
| ValMark Advisers | 25k | $756k | -28% | Sep 2024 |
|
| Envestnet Asset Management | 25k | $752k | -10% | Sep 2024 |
|
| RFG Advisory | 20k | $614k | 20% | Sep 2024 |
|
| Dynamic Advisors Solutions | 18k | $550k | 44% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 15k | $453k | -27% | Sep 2024 |
|
| Susquehanna International | 11k | $336k | -7% | Sep 2024 |
|
| Principal Securities | 4.3k | $133k | 3% | Sep 2024 |
|
| IFP Advisors | 2.0k | $61k | 100% | Jun 2024 |
|
| Creative Financial Designs | 2.0k | $62k | 28% | Sep 2024 |
|
| AdvisorNet Financial | 1.0k | $31k | 100% | Sep 2024 |
|
| Brian McDonald | 331.00 | $10k | -2% | Sep 2024 |
|
Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| OneAscent Financial Services | Jun 2024 | 667k | $20M |