Latest Institutional Transactions on Unified Ser Tr Oneascent Intl (OAIM)
This table provides information on the latest institutional transactions involving Unified Ser Tr Oneascent Intl (OAIM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
160+ 3.26% |
N/A
|
5.06K
$0
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
72KNew |
N/A
|
72K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.83KNew |
N/A
|
6.83K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.21KNew |
N/A
|
8.21K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.74KNew |
N/A
|
8.74K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.89KNew |
N/A
|
8.89K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.59K+ 7.98% |
N/A
|
89.2K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.4K+ 80.1% |
N/A
|
59.3K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-117- 0.53% |
N/A
|
22.1K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-68- 1.83% |
N/A
|
3.64K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60.8K- 60.35% |
N/A
|
39.9K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.68K- 5.0% |
N/A
|
32K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
570+ 1.5% |
N/A
|
38.5K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41- 0.02% |
N/A
|
214K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
766+ 2.02% |
N/A
|
38.8K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
56+ 5.55% |
N/A
|
1.07K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.67K+ 217.69% |
N/A
|
5.35K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
103K+ 21.22% |
N/A
|
588K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-131K- 11.46% |
N/A
|
1.01M
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-400- 0.74% |
N/A
|
53.4K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
180+ 1.74% |
N/A
|
10.5K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.1K+ 151.56% |
N/A
|
68.3K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-12.1K- 16.11% |
N/A
|
62.8K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.17K- 26.4% |
N/A
|
6.04K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-37.2K- 14.28% |
N/A
|
223K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-241K- 21.2% |
N/A
|
897K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
818K+ 141.67% |
N/A
|
1.4M
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.92K- 9.7% |
N/A
|
45.8K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
35.2K+ 394.06% |
N/A
|
44.2K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.39K- 6.84% |
N/A
|
59.8K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.42K+ 7.64% |
N/A
|
76.3K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.38KNew |
N/A
|
5.38K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
702New |
N/A
|
702
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
5.44KNew |
N/A
|
5.44K
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
22.3KNew |
N/A
|
22.3K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.01KNew |
N/A
|
1.01K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
977+ 5.44% |
N/A
|
18.9K
$0
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
69.9KNew |
N/A
|
69.9K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.96K- 16.25% |
N/A
|
10.1K
$0
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
372New |
N/A
|
372
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
31.7KNew |
N/A
|
31.7K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-229- 2.52% |
N/A
|
8.87K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.81KNew |
N/A
|
5.81K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
6.39KNew |
N/A
|
6.39K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-701- 71.9% |
N/A
|
274
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21KNew |
N/A
|
1.21K
$0
|
|