Purchases and Sales Made in Q3 2024 in Unified Ser Tr Oneascent Emerg (OAEM)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Emerg (OAEM) during Q3 2024. The information is specifically focused on institutions that hold shares of UNIFIED SER TR ONEASCENT EMERG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
703K+ 70.82% |
N/A
|
1.7M
$0
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
332K+ 81.01% |
N/A
|
743K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.1K+ 46.13% |
N/A
|
41.5K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
9.92K+ 47.41% |
N/A
|
30.8K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.45K+ 43.57% |
N/A
|
18K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.38K+ 20.26% |
N/A
|
20.1K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
441+ 28.09% |
N/A
|
2.01K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
121+ 2.86% |
N/A
|
4.35K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-6- 1.78% |
N/A
|
331
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-871- 7.35% |
N/A
|
11K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.87K- 10.46% |
N/A
|
24.6K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.56K- 27.31% |
N/A
|
14.8K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.43K- 16.83% |
N/A
|
36.7K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.44K- 27.65% |
N/A
|
24.7K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-33.3K- 23.0% |
N/A
|
111K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-55.8K- 62.73% |
N/A
|
33.2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-56.2K- 84.29% |
N/A
|
10.5K
$0
|