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Unified SER TR

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Astoria Portfolio Advisors Llc.
DECREASED
Shares69,836 from 116,327
Change-46,491 (-40%)
Value$2.5M (-$1.3M)
Filed 2023-07-14
BlackDiamond Wealth Management, LLC
INCREASED
Shares38,841 from 37,977
Change+864 (+2%)
Value$1.4M (+$194.3K)
Filed 2023-07-31
GTS Securities LLC
NEW
Shares16,592
Change+16,592
Value$579.6K
Filed 2023-08-16
Citadel Advisors LLC
NEW
Shares11,371
Change+11,371
Value$397.2K
Filed 2023-08-14
Old Mission Capital LLC
NEW
Shares6,059
Change+6,059
Value$211.7K
Filed 2023-08-09
UBS Group AG
DECREASED
Shares12 from 922
Change-910 (-99%)
Value$419 (-$29.3K)
Filed 2023-08-11
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-08-10
Status
Astoria Portfolio Advisors Llc.
DECREASED69,836116,327-46,491-40%$3.7M$2.5M-$1.3M2023-07-14
BlackDiamond Wealth Management, LLC
INCREASED38,84137,977+864+2%$1.2M$1.4M+$194.3K2023-07-31
GTS Securities LLC
NEW16,592—+16,592——$579.6K—2023-08-16
Citadel Advisors LLC
NEW11,371—+11,371——$397.2K—2023-08-14
Old Mission Capital LLC
NEW6,059—+6,059——$211.7K—2023-08-09
UBS Group AG
DECREASED12922-910-99%$29.7K$419-$29.3K2023-08-11
Proequities, Inc.
UNCHANGED000—$0$0$02023-08-10
Showing 7 of 7 institutions