Purchases and Sales Made in Q3 2025 in Unified Ser Tr Absolute Core S (ABEQ)
This table provides information about the institutional ownership of Unified Ser Tr Absolute Core S (ABEQ) during Q3 2025. The information is specifically focused on institutions that hold shares of UNIFIED SER TR ABSOLUTE CORE S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 135.81% |
$3.53M - $3.76M
|
181K
$6.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
44.2K+ 63.17% |
$1.5M - $1.59M
|
114K
$4.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$429K - $456K
|
12.6K
$450K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.9K+ 8.5% |
$369K - $392K
|
139K
$4.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.26K+ 104.0% |
$314K - $334K
|
18.2K
$647K
|
|
|
Oct 29, 2025
Q3 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
8.06K+ 2.42% |
$273K - $291K
|
340K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.13K+ 0.63% |
$38.4K - $40.8K
|
180K
$6.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
973+ 5.4% |
$33K - $35.1K
|
19K
$676K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
14New |
$475 - $505
|
14
$498
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$34 - $36.1
|
1
$35.6
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-836- 1.88% |
$28.4K - $30.2K
|
43.5K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.27K- 1.7% |
$77.1K - $81.9K
|
132K
$4.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-8.35K- 49.38% |
$284K - $301K
|
8.56K
$305K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-14.3K- 2.19% |
$486K - $516K
|
639K
$22.7M
|
|
|
Dec 09, 2025
Q3 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-76K- 49.76% |
$2.58M - $2.74M
|
76.8K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-312K- 45.86% |
$10.6M - $11.3M
|
369K
$13.1M
|
|