Purchases and Sales Made in Q1 2022 in Unified Ser Tr Oneascent Large (OALC)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Large (OALC) during Q1 2022. The information is specifically focused on institutions that hold shares of UNIFIED SER TR ONEASCENT LARGE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.19MNew |
N/A
|
1.19M
$0
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
989KNew |
N/A
|
989K
$0
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.7K+ 2.89% |
N/A
|
2.44M
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.86K+ 65.41% |
N/A
|
7.24K
$0
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-470- 69.42% |
N/A
|
207
$0
|