Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
74.5K+ 95.25% |
$2.34M - $2.58M
|
153K
$5.27M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 11.59% |
$417K - $459K
|
128K
$4.4M
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.33K+ 123.11% |
$293K - $323K
|
16.9K
$583K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
976+ 0.73% |
$30.7K - $33.8K
|
134K
$4.61M
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
214+ 1.2% |
$6.72K - $7.4K
|
18K
$620K
|
|
Jul 30, 2025
Q2 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-950- 0.29% |
$29.8K - $32.9K
|
332K
$11.5M
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-5.67K- 0.86% |
$178K - $196K
|
653K
$22.5M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.69K- 38.96% |
$179K - $197K
|
8.91K
$307K
|