Purchases and Sales Made in Q4 2022 in Unified Ser Tr Oneascent Large (OALC)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Large (OALC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.31K+ 3.64% |
N/A
|
65.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
889+ 3.7% |
N/A
|
24.9K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
780+ 145.52% |
N/A
|
1.32K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.31K- 14.12% |
N/A
|
7.96K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-45.6K- 4.08% |
N/A
|
1.07M
$0
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-55.4K- 4.27% |
N/A
|
1.24M
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-171K- 6.49% |
N/A
|
2.46M
$0
|