Latest Institutional Transactions on Unified Ser Tr Absolute Core S (ABEQ)
This table provides information on the latest institutional transactions involving Unified Ser Tr Absolute Core S (ABEQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.31K- 98.65% |
$230K - $249K
|
100
$3.42K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.58KNew |
$238K - $258K
|
7.58K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-6.4K- 30.47% |
$201K - $218K
|
14.6K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-2.59K- 4.0% |
$81.3K - $88.2K
|
62.1K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
19New |
$597 - $648
|
19
$650
|
|
|
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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.36KNew |
$263K - $285K
|
8.36K
$286K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3KNew |
$670K - $726K
|
21.3K
$729K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.1K+ 4.13% |
$97.5K - $106K
|
78.3K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
55.2KNew |
$1.73M - $1.88M
|
55.2K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-17.1K- 2.53% |
$537K - $583K
|
659K
$22.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.02K+ 20.09% |
$189K - $205K
|
36K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.08K- 6.59% |
$254K - $275K
|
115K
$3.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.37K+ 1.04% |
$42.9K - $46.5K
|
133K
$4.55M
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-5.61K- 1.66% |
$176K - $191K
|
333K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-447- 2.45% |
$14K - $15.2K
|
17.8K
$609K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-207K- 99.86% |
$6.5M - $6.88M
|
300
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.56K- 10.71% |
$49K - $51.9K
|
13K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.86K+ 21.7% |
$89.7K - $95K
|
16K
$548K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.94K+ 52.58% |
$60.8K - $64.4K
|
5.62K
$192K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.05KNew |
$211K - $231K
|
7.05K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.9 - $32.8
|
1
$34.2
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.23K- 27.31% |
$96.4K - $106K
|
8.59K
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.9K- 21.62% |
$476K - $521K
|
57.7K
$1.97M
|
|
| Q1 2024 | |||||||
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
36KNew |
$1.01M - $1.09M
|
36K
$1.23M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.86KNew |
$49.8K - $53.5K
|
1.86K
$63.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
55+ 0.43% |
$1.47K - $1.58K
|
12.8K
$440K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57+ 1.41% |
$1.56K - $1.63K
|
4.09K
$140K
|
|
| Q4 2022 | |||||||
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-13KClosed |
$326K - $370K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
154K+ 117.17% |
$3.89M - $4.41M
|
286K
$9.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.42KNew |
$61K - $69.1K
|
2.42K
$82.8K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-14KClosed |
$348K - $390K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$499 - $559
|
20
$684
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.39KClosed |
$37.1K - $39.4K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
355New |
$9.51K - $10.1K
|
355
$12.1K
|
|