Institutional Ownership Unified Ser Tr Oneascent Intl (OAIM)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Intl (OAIM). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 3.72 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
2,456,665
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
827,873
shares
|
$0
10.82% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
94,662
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 62.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,465
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
44,788
shares
|
$0
0.14% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
40,211
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 23.12%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
38,165
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 24.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
33,348
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
26,118
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,880
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 86.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
17,979
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
9,259
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,179
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,692
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,561
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
6,509
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,975
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,893
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
975
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
151
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|