Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / ONEASCENT LARGE
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
5,947,203
-
Shares change
-
+1,173,634
-
Total reported value, excl. options
-
$162,654,764
-
Value change
-
+$32,172,909
-
Number of buys
-
7
-
Number of sells
-
4
-
Price
-
$27.35
Institutional Holders of UNIFIED SER TR - ONEASCENT LARGE (OALC) as of Q1 2024
As of 31 Mar 2024 UNIFIED SER TR - ONEASCENT LARGE (OALC) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,947,203 shares of stock of the company.
Largest 8 holders included Atria Investments, Inc, OneAscent Financial Services LLC, OneAscent Wealth Management LLC, Cambridge Investment Research Advisors, Inc., Kestra Advisory Services, LLC, PATRON PARTNERS, LLC, RFG Advisory, LLC, and UBS Group AG.
This table shows 8 institutional shareholders of the security as of 31 Mar 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.