Purchases and Sales Made in Q2 2023 in Unified Ser Tr Oneascent Emerg (OAEM)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Emerg (OAEM) during Q2 2023. The information is specifically focused on institutions that hold shares of UNIFIED SER TR ONEASCENT EMERG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.64KNew |
N/A
|
7.64K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.38K+ 54.4% |
N/A
|
12.4K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.15K+ 0.96% |
N/A
|
436K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.06K+ 0.81% |
N/A
|
383K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.13K+ 8.65% |
N/A
|
14.1K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.92K- 32.62% |
N/A
|
10.2K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.8K- 1.48% |
N/A
|
853K
$0
|