Purchases and Sales Made in Q1 2025 in Unified Ser Tr Absolute Core S (ABEQ)
This table provides information about the institutional ownership of Unified Ser Tr Absolute Core S (ABEQ) during Q1 2025. The information is specifically focused on institutions that hold shares of UNIFIED SER TR ABSOLUTE CORE S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
207K+ 45211.6% |
$6.49M - $7.04M
|
207K
$7.09M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
60.4K+ 10.17% |
$1.9M - $2.06M
|
655K
$22.4M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
55.2KNew |
$1.73M - $1.88M
|
55.2K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3KNew |
$670K - $726K
|
21.3K
$729K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.36KNew |
$263K - $285K
|
8.36K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.58KNew |
$238K - $258K
|
7.58K
$259K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.41KNew |
$233K - $252K
|
7.41K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.02K+ 20.09% |
$189K - $205K
|
36K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.1K+ 4.13% |
$97.5K - $106K
|
78.3K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.37K+ 1.04% |
$42.9K - $46.5K
|
133K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
19New |
$597 - $648
|
19
$650
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-447- 2.45% |
$14K - $15.2K
|
17.8K
$609K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-694- 1.22% |
$21.8K - $23.7K
|
56.2K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.59K- 4.0% |
$81.3K - $88.2K
|
62.1K
$2.13M
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-5.61K- 1.66% |
$176K - $191K
|
333K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.4K- 30.47% |
$201K - $218K
|
14.6K
$499K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.31K- 98.65% |
$230K - $249K
|
100
$3.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.08K- 6.59% |
$254K - $275K
|
115K
$3.92M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-17.1K- 2.53% |
$537K - $583K
|
659K
$22.5M
|