Institutional Ownership Unified Ser Tr Oneascent Large (OALC)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Large (OALC). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 3.73 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 |
2,267,064
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,036,449
shares
|
$0
11.51% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
101,239
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
86,125
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
62,733
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
54,354
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
51,569
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,105
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,903
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
16,638
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,394
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 73.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
176
shares
|
$0
0.0% of portfolio
|
Q3 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
|