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 | 2.9M | $118M | 2% | Jun 2026 |
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| OneAscent Wealth Management | 1.1M | $44M | -8% | Jun 2026 |
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| Atria Investments | 304k | $13M | 1% | Jun 2026 |
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| Jones Financial Companies, L.L | 152k | $6.1M | 111% | Jun 2026 |
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| Envestnet Asset Management | 151k | $6.2M | 37% | Jun 2026 |
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| Patron Partners Advisors | 147k | $6.0M | 14% | Jun 2026 |
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| TrueWealth Advisors | 132k | $5.4M | 13% | Jun 2026 |
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| LPL Financial | 86k | $3.5M | 15% | Jun 2026 |
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| OneAscent Family Office | 85k | $3.5M | -27% | Jun 2026 |
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| RFG Advisory | 85k | $3.5M | 1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 76k | $3.1M | -9% | Jun 2026 |
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| First Heartland Consultants | 66k | $2.7M | -1% | Jun 2026 |
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| OneAscent Investment Solutions | 25k | $1.0M | 3% | Jun 2026 |
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| Susquehanna International | 15k | $602k | 100% | Jun 2026 |
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| Security Financial Services | 14k | $569k | 8% | Jun 2026 |
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| IFP Advisors | 13k | $542k | -2% | Jun 2026 |
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| Kestra Advisory Services | 13k | $512k | -4% | Jun 2026 |
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| AQR Capital Management | 11k | $434k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 8.2k | $336k | 100% | Jun 2026 |
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| Plan A Wealth | 8.2k | $336k | 0% | Jun 2026 |
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| Equitable Holdings | 8.0k | $327k | -3% | Jun 2026 |
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| Flow Traders US | 7.8k | $322k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 7.2k | $294k | 0% | Jun 2026 |
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| Jane Street | 5.7k | $232k | -36% | Jun 2026 |
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| Values First Advisors | 4.5k | $185k | -38% | Jun 2026 |
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| SHP Wealth Management | 4.1k | $167k | -8% | Jun 2026 |
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| Aptus Capital Advisors | 2.9k | $120k | 1% | Jun 2026 |
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| Mercer Global Advisors | 1.8k | $72k | 100% | Jun 2026 |
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| EverSource Wealth Advisors | 70.00 | $2.9k | 0% | Jun 2026 |
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| Vanguard Advisers | 1.00 | $41.000000 | 0% | Jun 2026 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 27k | $910k |
| Dynamic Advisors Solutions | Mar 2026 | 16k | $545k |
| Clarity Asset Management | Mar 2026 | 691.00 | $24k |
| Ronald Blue Trust | Mar 2026 | 276.00 | $9.5k |
| Morgan Stanley | Dec 2025 | 1.00 | $38.000000 |