Purchases and Sales Made in Q4 2023 in Unified Ser Tr Oneascent Intl (OAIM)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Intl (OAIM) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
284K+ 30.84% |
N/A
|
1.2M
$0
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
170K+ 7.08% |
N/A
|
2.57M
$0
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.9KNew |
N/A
|
44.9K
$0
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
33.9K+ 293.3% |
N/A
|
45.5K
$0
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 37.55% |
N/A
|
43.5K
$0
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
9.74KNew |
N/A
|
9.74K
$0
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
6.45K+ 21.99% |
N/A
|
35.8K
$0
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.09K+ 10.13% |
N/A
|
33.6K
$0
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.36K+ 1.31% |
N/A
|
106K
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-6.82K- 0.76% |
N/A
|
895K
$0
|