Latest Institutional Sells of Unified Ser Tr Oneascent Intl (OAIM)
This list provides information on the latest institutional transactions involving Unified Ser Tr Oneascent Intl (OAIM) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-241K- 21.2% |
N/A
|
897K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-131K- 11.46% |
N/A
|
1.01M
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60.8K- 60.35% |
N/A
|
39.9K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-37.2K- 14.28% |
N/A
|
223K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-12.1K- 16.11% |
N/A
|
62.8K
$0
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.92K- 9.7% |
N/A
|
45.8K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.39K- 6.84% |
N/A
|
59.8K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.17K- 26.4% |
N/A
|
6.04K
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.96K- 16.25% |
N/A
|
10.1K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.68K- 5.0% |
N/A
|
32K
$0
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-400- 0.74% |
N/A
|
53.4K
$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
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-41- 0.02% |
N/A
|
214K
$0
|
|
| Q2 2025 | |||||||
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-701- 71.9% |
N/A
|
274
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-229- 2.52% |
N/A
|
8.87K
$0
|
|