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 15 institutions that hold shares in the stock, with a total of 5.75 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 |
May 21, 2024 Q1 2024 |
2,744,645
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 6.87%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
1,587,267
shares
|
$0
5.64% of portfolio
|
Q1 2024
Added 31.78%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
957,594
shares
|
$0
11.81% of portfolio
|
Q1 2024
Added 7.01%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
103,499
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
77,816
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 73.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
74,882
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 409.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
56,732
shares
|
$0
0.01% of portfolio
|
Q1 2024
Added 30.47%
|
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
37,641
shares
|
$0
0.13% of portfolio
|
Q1 2024
Added 5.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
36,420
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 217.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
33,039
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Patron Partners, LLC
|
May 02, 2024 Q1 2024 |
26,045
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 167.35%
|
|
|
Firestone Capital Management
|
May 07, 2024 Q1 2024 |
9,259
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
7,129
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
155
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|