Who owns UNIFIED SER TR?
- Ticker: OASC
- CUSIP Number: 90470l295
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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 |
|---|---|---|---|---|---|
| OneAscent Financial Services | 1.6M | $48M | 9% | Mar 2026 |
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| OneAscent Wealth Management | 581k | $17M | 9% | Mar 2026 |
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| Atria Investments | 108k | $3.2M | 5% | Mar 2026 |
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| OneAscent Family Office | 52k | $1.6M | 5% | Mar 2026 |
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| First Heartland Consultants | 30k | $905k | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 17k | $511k | -2% | Mar 2026 |
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| OneAscent Investment Solutions | 16k | $480k | 10% | Mar 2026 |
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| Strategic Blueprint | 13k | $390k | 2% | Mar 2026 |
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| Plan A Wealth | 13k | $377k | 2% | Mar 2026 |
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| Envestnet Asset Management | 12k | $345k | 100% | Mar 2026 |
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| Susquehanna International | 9.8k | $290k | 100% | Dec 2025 |
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| IFP Advisors | 6.1k | $181k | -2% | Mar 2026 |
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| Aptus Capital Advisors | 1.8k | $55k | 1% | Mar 2026 |
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| Values First Advisors | 829.00 | $25k | 0% | Mar 2026 |
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| Ronald Blue Trust | 181.00 | $5.4k | 100% | Mar 2026 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2025 | 18k | $531k |
| Kestra Advisory Services | Dec 2025 | 708.00 | $21k |