UNIFIED SER TR (NIWM)
Institutional ownership reported to the SEC as of Q2 2023, across 5 quarters.
3
Reporting holders
$317.2K
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | $303.0K | 11,105 | 0.12% | 3q | -2.0%-$6.1K |
| Parallel Advisors, LLC | $9.2K | 338 | 0.00% | 4q | HELD |
| Royal Bank of Canada | $5.0K | 170 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2023 | 3 | $317.2K | 11,613 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 5 | $5.0M | 181,577 | 0 | 2 | 1 | 0.0% |
| Q4 2022 | 5 | $5.1M | 178,823 | 3 | 0 | 0 | 0.0% |
| Q3 2022 | 3 | $329.0K | 12,233 | 2 | 0 | 1 | 0.0% |
| Q2 2022 | 1 | $438.0K | 14,610 | 1 | 0 | 0 | 0.0% |