Purchases and Sales Made in Q4 2025 in Unified Ser Tr Oneascent Core (OACP)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Core (OACP) during Q4 2025. The information is specifically focused on institutions that hold shares of UNIFIED SER TR ONEASCENT CORE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37.3K+ 175.75% |
$858K - $870K
|
58.5K
$1.35M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.62K+ 25.23% |
$152K - $155K
|
32.9K
$758K
|
|
|
Jan 27, 2026
Q4 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.11K+ 25.72% |
$118K - $119K
|
25K
$576K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.42K+ 11.21% |
$102K - $103K
|
43.8K
$1.01M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.45K+ 3.91% |
$56.4K - $57.2K
|
65.2K
$1.5M
|
|