Who owns UNIFIED SER TR?
- Ticker: OALC
- CUSIP Number: 90470l527
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 |
|---|---|---|---|---|---|
| OneAscent Financial Services | 547k | $19M | -76% | Sep 2025 |
|
| OneAscent Wealth Management | 1.1M | $37M | 9% | Sep 2025 |
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| Atria Investments | 763k | $27M | -18% | Sep 2025 |
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| OneAscent Family Office | 131k | $4.6M | 9% | Sep 2025 |
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| Patron Partners Advisors | 119k | $4.1M | 2% | Sep 2025 |
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| TrueWealth Advisors | 100k | $3.5M | 13% | Sep 2025 |
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| Cambridge Investment Research Advisors | 81k | $2.8M | -9% | Sep 2025 |
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| RFG Advisory | 72k | $2.5M | -1% | Sep 2025 |
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| First Heartland Consultants | 65k | $2.3M | 2% | Sep 2025 |
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| Envestnet Asset Management | 45k | $1.6M | 249% | Sep 2025 |
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| LPL Financial | 31k | $1.1M | 6% | Sep 2025 |
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| OneAscent Investment Solutions | 22k | $778k | 3% | Sep 2025 |
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| Jones Financial Companies, L.L | 22k | $763k | 331% | Sep 2025 |
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| Meriwether Wealth & Planning | 20k | $687k | -2% | Sep 2025 |
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| Susquehanna International | 19k | $659k | 120% | Sep 2025 |
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| Dynamic Advisors Solutions | 16k | $562k | -7% | Sep 2025 |
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| IFP Advisors | 14k | $473k | -4% | Sep 2025 |
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| Kestra Advisory Services | 11k | $383k | -16% | Sep 2025 |
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| Security Financial Services | 9.8k | $342k | 100% | Sep 2025 |
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| Plan A Wealth | 8.1k | $282k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 7.2k | $250k | 100% | Sep 2025 |
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| Equitable Holdings | 7.1k | $248k | 100% | Sep 2025 |
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| Values First Advisors | 4.0k | $139k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 2.8k | $96k | 6% | Sep 2025 |
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| Clarity Asset Management | 729.00 | $25k | 0% | Sep 2025 |
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| EverSource Wealth Advisors | 10.00 | $348.000000 | 0% | Sep 2025 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2025 | 15k | $470k |
| Raymond James Financial | Jun 2025 | 491.00 | $16k |