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 17 institutions that hold shares in the stock, with a total of 6.1 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 Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,128,265
shares
|
$0
5.38% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,073,108
shares
|
$0
13.11% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
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.
|
Feb 14, 2025 Q4 2024 |
99,813
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
76,022
shares
|
$0
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,515
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 27.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,745
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,054
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,149
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
6,788
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,318
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2921.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,071
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 168.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|