Purchases and Sales Made in Q4 2023 in Unity Software Inc. (U)

This table provides information about the institutional ownership of Unity Software Inc. (U) during Q4 2023. The information is specifically focused on institutions that hold shares of Unity Software Inc..

Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Mar 07, 2024 Q4 2023	Ica Group Wealth Management, LLC Denver, CO	BUY	-	470 New	$11.8K - $20.1K	470 $9.76K
Jan 09, 2024 Q4 2023	Ifp Advisors, Inc	BUY	-	454 + 9.1%	$11.4K - $19.4K	5.44K $113K
Jan 11, 2024 Q4 2023	Bouvel Investment Partners, LLC	BUY	-	446 + 2.05%	$11.2K - $19.1K	22.2K $461K
Feb 14, 2024 Q4 2023	Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main Frankfurt Am Main, 2M	BUY	-	441 + 4410.0%	$11.1K - $18.8K	451 $9.37K
Feb 13, 2024 Q4 2023	Royal London Asset Management LTD United Kingdom, X0	BUY	-	440 + 0.38%	$11K - $18.8K	116K $2.41M
Feb 14, 2024 Q4 2023	Advisors Asset Management, Inc. Monument, CO	BUY	-	429 + 31.85%	$10.8K - $18.3K	1.78K $36.9K
Feb 14, 2024 Q4 2023	Robeco Institutional Asset Management B.V.	BUY	-	411 New	$10.3K - $17.6K	411 $8.54K
Feb 02, 2024 Q4 2023	Kovack Advisors, Inc.	BUY	-	380 + 1.46%	$9.53K - $16.2K	26.4K $549K
Feb 22, 2024 Q4 2023	Scarborough Advisors, LLC Annapolis, MD	BUY	-	349 New	$8.75K - $14.9K	349 $7.25K
Jan 11, 2024 Q4 2023	Blue Path Capital Management, LLC Atlanta, GA	BUY	-	342 + 6.69%	$8.58K - $14.6K	5.45K $113K
Jul 17, 2024 Q4 2023	Kelly Financial Services LLC Braintree, MA	BUY	-	341 + 53.79%	$8.55K - $14.6K	975 $20.3K
Feb 13, 2024 Q4 2023	First Beijing Investment LTD Hong Kong, K3	BUY	-	289 New	$7.25K - $12.3K	289 $6K
Jan 18, 2024 Q4 2023	Ronald Blue Trust, Inc. Brentwood, TN	BUY	-	266 + 22.56%	$6.67K - $11.4K	1.45K $30K
Apr 12, 2024 Q4 2023	Game Plan Financial Advisors, LLC	BUY	-	250 New	$6.27K - $10.7K	250 $5.19K
Feb 07, 2024 Q4 2023	Nbc Securities, Inc. Birmingham, AL	BUY	-	230 + 237.11%	$5.77K - $9.83K	327 $6.79K
Feb 12, 2024 Q4 2023	Ci Investments Inc. Toronto, A6	BUY	-	220 + 29.93%	$5.52K - $9.4K	955 $19.8K
Feb 15, 2024 Q4 2023	O'Dell Group, LLC Cincinnati, OH	BUY	-	216 New	$5.42K - $9.23K	216 $4.49K
Feb 13, 2024 Q4 2023	New Edge Advisors, LLC New Orleans, LA	BUY	-	213 + 45.91%	$5.34K - $9.1K	677 $14.1K
Feb 14, 2024 Q4 2023	Guggenheim Capital LLC Chicago, IL	BUY	-	205 + 2.16%	$5.14K - $8.76K	9.7K $202K
Jan 02, 2024 Q4 2023	M&R Capital Management Inc	BUY	-	205 + 5.53%	$5.14K - $8.76K	3.91K $81.2K
Jan 23, 2024 Q4 2023	Householder Group Estate & Retirement Specialist, LLC	BUY	-	185 + 8.66%	$4.64K - $7.91K	2.32K $48.2K
Jan 10, 2024 Q4 2023	Bkm Wealth Management, LLC Brookfield, WI	BUY	-	175 New	$4.39K - $7.48K	175 $3.63K
Jan 16, 2024 Q4 2023	Cva Family Office, LLC	BUY	-	165 New	$4.14K - $7.05K	165 $3.43K
Jan 26, 2024 Q4 2023	Cerity Partners LLC New York, NY	BUY	-	160 + 0.68%	$4.01K - $6.84K	23.8K $494K
Feb 05, 2024 Q4 2023	Plante Moran Financial Advisors, LLC	BUY	-	156 New	$3.91K - $6.67K	156 $3.24K
Feb 08, 2024 Q4 2023	Private Wealth Management Group, LLC Princeton, NJ	BUY	-	151 New	$3.79K - $6.45K	151 $3.14K
Apr 03, 2024 Q4 2023	Wealth Collab, LLC Bellevue, WA	BUY	-	142 New	$3.56K - $6.07K	142 $2.95K
Jan 08, 2024 Q4 2023	Harbor Capital Advisors, Inc.	BUY	-	139 + 6.48%	$3.49K - $5.94K	2.29K $47.5K
Apr 09, 2024 Q4 2023	American Capital Advisory, LLC Ketchum, ID	BUY	-	100 New	$2.51K - $4.27K	100 $2.08K
Mar 01, 2024 Q4 2023	Creekmur Asset Management LLC Morton, IL	BUY	-	100 New	$2.51K - $4.27K	100 $2.08K
Feb 07, 2024 Q4 2023	Concourse Financial Group Securities, Inc. Birmingham, AL	BUY	-	100 + 11.07%	$2.51K - $4.27K	1K $20.8K
Jan 26, 2024 Q4 2023	Turtle Creek Wealth Advisors, LLC Dallas, TX	BUY	-	100 New	$2.51K - $4.27K	100 $2.08K
Jan 16, 2024 Q4 2023	Pacer Advisors, Inc. Malvern, PA	BUY	-	77 + 25.25%	$1.93K - $3.29K	382 $7.93K
Feb 14, 2024 Q4 2023	Lm Advisors LLC San Diego, CA	BUY	-	66 New	$1.66K - $2.82K	66 $1.37K
Jan 12, 2024 Q4 2023	Fortitude Family Office, LLC Scottsdale, AZ	BUY	-	66 New	$1.66K - $2.82K	66 $1.37K
Feb 06, 2024 Q4 2023	Bogart Wealth, LLC	BUY	-	65 + 185.71%	$1.63K - $2.78K	100 $2.08K
Jan 24, 2024 Q4 2023	Arlington Trust CO LLC Birmingham, AL	BUY	-	57 New	$1.43K - $2.44K	57 $1.18K
Jan 25, 2024 Q4 2023	Valley National Advisers Inc	BUY	-	55 + 134.15%	$1.38K - $2.35K	96 $1.99K
Feb 09, 2024 Q4 2023	Ever Source Wealth Advisors, LLC	BUY	-	54 New	$1.35K - $2.31K	54 $1.12K
Feb 13, 2024 Q4 2023	Fin Trust Capital Advisors, LLC	BUY	-	52 New	$1.3K - $2.22K	52 $1.08K
May 15, 2024 Q4 2023	Clear Point Advisors Inc. Melville, NY	BUY	-	50 New	$1.25K - $2.14K	50 $1.04K
Jan 10, 2024 Q4 2023	Bruce G. Allen Investments, LLC Denver, CO	BUY	-	49 New	$1.23K - $2.09K	49 $1.02K
Jan 24, 2024 Q4 2023	Allworth Financial LP	BUY	-	42 + 14.48%	$1.05K - $1.79K	332 $6.9K
Feb 12, 2024 Q4 2023	Steward Partners Investment Advisory, LLC	BUY	-	34 + 2.61%	$853 - $1.45K	1.34K $27.7K
Jun 14, 2024 Q4 2023	Quent Capital, LLC	BUY	-	32 + 0.74%	$803 - $1.37K	4.35K $90.4K
Jan 19, 2024 Q4 2023	Quent Capital, LLC	BUY	-	32 + 0.74%	$803 - $1.37K	4.35K $90.4K
Feb 13, 2024 Q4 2023	Manufacturers Life Insurance Company, The Toronto, A6	BUY	-	30 + 0.18%	$752 - $1.28K	16.3K $339K
Aug 08, 2024 Q4 2023	Abound Wealth Management Franklin, TN	BUY	-	27 + 900.0%	$677 - $1.15K	30 $623
Jan 26, 2024 Q4 2023	Harbor Investment Advisory, LLC	BUY	-	26 + 27.96%	$652 - $1.11K	119 $2.47K
Mar 04, 2024 Q4 2023	Vima LLC Troy, MI	BUY	-	25 + 1250.0%	$627 - $1.07K	27 $561

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Operation

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Account

Purchases and Sales Made in Q4 2023 in Unity Software Inc. (U)

470

454

446

441

440

429

411

380

349

342

341

289

266

250

230

220

216

213

205

205

185

175

165

160

156

151

142

139

100

100

100

100

77

66

66

65

57

55

54

52

50

49

42

34

32

32

30

27

26

25

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