Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
64.7KNew |
$2.03M - $2.15M
|
64.7K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
56.9KNew |
$1.79M - $1.89M
|
56.9K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.73K+ 7.67% |
$274K - $291K
|
123K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.86K+ 21.7% |
$89.7K - $95K
|
16K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.33K+ 8.44% |
$73.4K - $77.7K
|
30K
$990K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.94K+ 52.58% |
$60.8K - $64.4K
|
5.62K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.46K+ 1.12% |
$45.7K - $48.4K
|
131K
$4.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.3K+ 1.76% |
$40.8K - $43.2K
|
75.2K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-482- 51.33% |
$15.1K - $16K
|
457
$15.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-504- 2.69% |
$15.8K - $16.8K
|
18.2K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.56K- 10.71% |
$49K - $51.9K
|
13K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
St. James Investment Company, LLC
|
SELL
|
- |
-2K- 0.59% |
$62.9K - $66.6K
|
339K
$11.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.45K- 17.49% |
$140K - $148K
|
21K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.66K- 1.11% |
$209K - $222K
|
594K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-10.1K- 1.48% |
$318K - $337K
|
676K
$22.3M
|