Institutional Ownership Unified Ser Tr Oneascent Intl (OAIM)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Intl (OAIM). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 5.93 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
2,562,615
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,986,192
shares
|
$0
5.5% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
839,965
shares
|
$0
11.13% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
177,923
shares
|
$0
10.38% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
65,302
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,465
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
47,641
shares
|
$0
0.1% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
42,679
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
34,508
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,938
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,880
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 86.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
17,979
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
9,259
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,179
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,840
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,361
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
6,458
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,653
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,685
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
975
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
151
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|