Purchases and Sales Made in Q4 2023 in Unified Ser Tr Oneascent Emerg (OAEM)

OAEM Quotes by TradingView

This table provides information about the institutional ownership of Unified Ser Tr Oneascent Emerg (OAEM) during Q4 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
Feb 14, 2024 Q4 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
722K
+ 82.24%
N/A
1.6M $0
Jan 11, 2024 Q4 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
483K
+ 115.74%
N/A
901K $0
Jan 11, 2024 Q4 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
263K
+ 65.06%
N/A
667K $0
Feb 14, 2024 Q4 2023
Old Mission Capital LLC

BUY
 -
36.9K
New
N/A
36.9K $0
Feb 13, 2024 Q4 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
25.7K
+ 34.07%
N/A
101K $0
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
14.3K
+ 98.35%
N/A
28.8K $0
Jan 18, 2024 Q4 2023
Patron Partners, LLC

BUY
 -
7.74K
New
N/A
7.74K $0
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
4.34K
+ 30.91%
N/A
18.4K $0
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
3.29K
+ 31.15%
N/A
13.9K $0
Feb 14, 2024 Q4 2023
Gts Securities LLC

New York, NY
BUY
 -
2.11K
+ 6.79%
N/A
33.1K $0
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
35
New
N/A
35 $0
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
N/A
0 $0
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

SELL
 -
-10
- 0.12%
N/A
8.39K $0
Feb 12, 2024 Q4 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.61K
- 60.36%
N/A
1.71K $0
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-5.35K
- 40.43%
N/A
7.88K $0

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