Institutional Ownership Unified Ser Tr Oneascent Core (OACP)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Core (OACP). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 8.14 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,361,713
shares
|
$123 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,347,312
shares
|
$53.8 Million
20.92% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
95,044
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
92,631
shares
|
$2.12 Million
0.07% of portfolio
|
Q3 2024
Added 14.97%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
91,904
shares
|
$2.1 Million
1.24% of portfolio
|
Q3 2024
Added 23.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
79,113
shares
|
$1.81 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,639
shares
|
$816,133
0.0% of portfolio
|
Q3 2024
Added 52.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
23,079
shares
|
$528,509
0.0% of portfolio
|
Q3 2024
Reduced 51.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,260
shares
|
$349,454
0.02% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|