Latest Institutional Purchases of Unified Ser Tr Oneascent Core (OACP)
This list provides information on the latest institutional transactions involving Unified Ser Tr Oneascent Core (OACP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.76MNew |
$84.6M - $88.3M
|
3.76M
$85.9M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
319KNew |
$7.17M - $7.49M
|
319K
$7.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
71.2KNew |
$1.6M - $1.67M
|
71.2K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
29.1KNew |
$655K - $684K
|
29.1K
$665K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.1K+ 0.52% |
$631K - $659K
|
5.39M
$123M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.5K+ 147.34% |
$505K - $527K
|
37.7K
$861K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
21.7K+ 23.64% |
$488K - $510K
|
114K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4KNew |
$235K - $245K
|
10.4K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
9.82KNew |
$221K - $230K
|
9.82K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.59K+ 4.53% |
$80.6K - $84.1K
|
82.7K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.49K+ 276.23% |
$78.4K - $81.8K
|
4.75K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
12New |
$270 - $282
|
12
$274
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1K+ 14.97% |
$270K - $285K
|
92.6K
$2.11M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11KNew |
$44.8K - $48.8K
|
2.11K
$48.1K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
58.4KNew |
$1.31M - $1.37M
|
58.4K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$38.6K - $40.2K
|
1.72K
$39.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$301K - $326K
|
13.5K
$307K
|
|