Institutional Ownership Unified Ser Tr Oneascent Large (OALC)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Large (OALC). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 6.09 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 |
2,374,936
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,128,265
shares
|
$0
5.38% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,073,108
shares
|
$0
13.11% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
107,340
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
101,239
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
76,022
shares
|
$0
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
75,615
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
52,588
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
27,130
shares
|
$0
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,745
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,054
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,903
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,394
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 73.18%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,071
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 168.21%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
176
shares
|
$0
0.0% of portfolio
|
Q3 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
|