Latest Institutional Purchases of Unified Ser Tr Absolute Core S (ABEQ)
This list provides information on the latest institutional transactions involving Unified Ser Tr Absolute Core S (ABEQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
214+ 1.2% |
$6.72K - $7.4K
|
18K
$625K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
60.4K+ 10.17% |
$1.9M - $2.06M
|
655K
$22.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
55.2KNew |
$1.73M - $1.88M
|
55.2K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3KNew |
$670K - $726K
|
21.3K
$739K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.36KNew |
$263K - $285K
|
8.36K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.58KNew |
$238K - $258K
|
7.58K
$263K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
6.02K+ 20.09% |
$189K - $205K
|
36K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.1K+ 4.13% |
$97.5K - $106K
|
78.3K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.37K+ 1.04% |
$42.9K - $46.5K
|
133K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
19New |
$597 - $648
|
19
$659
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.86K+ 21.7% |
$89.7K - $95K
|
16K
$556K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.94K+ 52.58% |
$60.8K - $64.4K
|
5.62K
$195K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.05KNew |
$211K - $231K
|
7.05K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$29.9 - $32.8
|
1
$34.7
|
|
| Q1 2024 | |||||||
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
36KNew |
$1.01M - $1.09M
|
36K
$1.25M
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.86KNew |
$49.8K - $53.5K
|
1.86K
$64.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
55+ 0.43% |
$1.47K - $1.58K
|
12.8K
$446K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57+ 1.41% |
$1.56K - $1.63K
|
4.09K
$142K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
154K+ 117.17% |
$3.89M - $4.41M
|
286K
$9.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.42KNew |
$61K - $69.1K
|
2.42K
$83.9K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20New |
$499 - $559
|
20
$694
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
355New |
$9.51K - $10.1K
|
355
$12.3K
|
|