As of 30 Sep 2025, 26 institutional investors reported holding 3,890,672 shares of UNIFIED SER TR - ONEASCENT LARGE (OALC).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 197,079 | $6,986,451 | +$552,878 | $35.45 | 3 |
| 2025 Q3 | 3,890,672 | $135,421,427 | -$34,758,478 | $34.81 | 26 |
| 2025 Q2 | 4,890,145 | $158,623,952 | +$9,038,498 | $32.45 | 23 |
| 2025 Q1 | 4,611,712 | $131,894,059 | -$43,286,149 | $28.58 | 20 |
| 2024 Q4 | 6,108,698 | $181,227,038 | +$67,371,728 | $29.63 | 17 |
| 2024 Q3 | 3,728,894 | $109,039,771 | -$63,114,904 | $29.24 | 13 |
| 2024 Q2 | 5,983,723 | $167,125,285 | +$1,020,019 | $27.93 | 11 |
| 2024 Q1 | 5,947,203 | $162,654,764 | +$32,172,909 | $27.35 | 8 |
| 2023 Q4 | 4,773,569 | $119,265,844 | +$46,818,516 | $24.94 | 11 |
| 2023 Q3 | 2,899,760 | $65,240,948 | +$2,138,891 | $22.50 | 8 |
| 2023 Q2 | 2,804,530 | $64,390,274 | +$1,569,842 | $22.96 | 8 |
| 2023 Q1 | 2,737,781 | $60,445,574 | -$47,673,614 | $22.08 | 8 |
| 2022 Q4 | 4,874,512 | $100,243,170 | -$5,528,629 | $20.52 | 7 |
| 2022 Q3 | 5,143,683 | $95,834,000 | +$1,364,086 | $18.63 | 7 |
| 2022 Q2 | 5,069,998 | $100,316,000 | +$8,714,834 | $19.78 | 8 |
| 2022 Q1 | 4,630,908 | $106,178,000 | +$51,630,797 | $22.93 | 5 |
| 2021 Q4 | 2,379,015 | $59,820,000 | +$59,820,000 | $25.13 | 3 |