Purchases and Sales Made in Q3 2024 in Unified Ser Tr Oneascent Intl (OAIM)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Intl (OAIM) during Q3 2024. The information is specifically focused on institutions that hold shares of UNIFIED SER TR ONEASCENT INTL .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.4K+ 62.58% |
N/A
|
94.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.18KNew |
N/A
|
9.18K
$0
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.55K+ 23.12% |
N/A
|
40.2K
$0
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
7.44K+ 24.19% |
N/A
|
38.2K
$0
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
6.51KNew |
N/A
|
6.51K
$0
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.98KNew |
N/A
|
5.98K
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.89KNew |
N/A
|
5.89K
$0
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.62K+ 8.79% |
N/A
|
44.8K
$0
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.29K+ 0.4% |
N/A
|
828K
$0
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 18.56% |
N/A
|
8.69K
$0
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 3.33% |
N/A
|
33.3K
$0
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
975New |
N/A
|
975
$0
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
592+ 7.43% |
N/A
|
8.56K
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-801- 4.27% |
N/A
|
18K
$0
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-935- 1.5% |
N/A
|
61.5K
$0
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07K- 3.93% |
N/A
|
26.1K
$0
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.3K- 0.66% |
N/A
|
2.46M
$0
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-136K- 86.1% |
N/A
|
21.9K
$0
|