UNIFIED SER TR (NSPY)
Institutional ownership reported to the SEC as of Q2 2023, across 5 quarters.
4
Reporting holders
$604.2K
Reported value
0.0%
Held as options
+1
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. | $365.4K | 12,559 | 0.14% | 3q | -2.9%-$10.9K |
| GTS SECURITIES LLC | $213.8K | 7,326 | 0.01% | new | FIRST |
| Parallel Advisors, LLC | $19.9K | 683 | 0.00% | 4q | HELD |
| Royal Bank of Canada | $5.0K | 160 | 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 | 4 | $604.2K | 20,728 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 3 | $398.7K | 13,776 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 3 | $453.8K | 14,999 | 1 | 0 | 0 | 0.0% |
| Q3 2022 | 4 | $19.0K | 678 | 4 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $498.0K | 15,900 | 1 | 0 | 0 | 0.0% |