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 14 institutions that hold shares in the stock, with a total of 3.85 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 |
Feb 06, 2025 Q4 2024 |
2,374,936
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
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%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
107,340
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
101,239
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
75,615
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
52,588
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
27,130
shares
|
$0
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,071
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 168.21%
|
|
|
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
|