Who owns UNIFIED SER TR?
- Ticker: OAIM
- CUSIP Number: 90470l444
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
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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 | 2.5M | $85M | -1% | Sep 2024 |
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| OneAscent Wealth Management | 828k | $29M | 0% | Sep 2024 |
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| ValMark Advisers | 65k | $2.1M | -31% | Dec 2024 |
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| Cambridge Investment Research Advisors | 62k | $2.1M | -1% | Sep 2024 |
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| Intl Fcstone | 45k | $1.5M | 9% | Sep 2024 |
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| Patron Partners Advisors | 43k | $1.4M | 12% | Dec 2024 |
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| RFG Advisory | 35k | $1.1M | 3% | Dec 2024 |
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| Kestra Advisory Services | 26k | $899k | -4% | Sep 2024 |
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| Jane Street | 22k | $753k | -86% | Sep 2024 |
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| Envestnet Asset Management | 18k | $619k | -4% | Sep 2024 |
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| Firestone Capital Management | 9.3k | $319k | 0% | Sep 2024 |
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| Susquehanna International | 9.2k | $316k | 100% | Sep 2024 |
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| Foundations Investment Advisors | 8.8k | $284k | 2% | Dec 2024 |
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| H D Vest Advisory Services | 8.6k | $295k | 7% | Sep 2024 |
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| Howard Capital Management | 6.5k | $224k | 100% | Sep 2024 |
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| Commonwealth Equity Services | 6.0k | $206k | 100% | Sep 2024 |
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| LPL Financial | 5.9k | $203k | 100% | Sep 2024 |
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| AdvisorNet Financial | 975.00 | $31k | 0% | Dec 2024 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| OneAscent Financial Services | Jun 2024 | 1.6M | $53M |
| Gts Securities | Jun 2024 | 58k | $1.9M |
| Dynamic Advisors Solutions | Sep 2024 | 40k | $1.4M |
| Citadel Advisors | Jun 2024 | 39k | $1.3M |