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 13 institutions that hold shares in the stock, with a total of 6.05 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 |
Aug 13, 2024 Q2 2024 |
2,394,851
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
2,112,350
shares
|
$0
8.21% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
1,061,543
shares
|
$0
15.41% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
101,239
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Patron Partners, LLC
|
Aug 05, 2024 Q2 2024 |
83,249
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 16.49%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
62,733
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
54,354
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
51,569
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
46,207
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,675
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
24,042
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 68.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
21,242
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
|