Purchases and Sales Made in Q1 2022 in Unified Ser Tr Oneascent Core (OACP)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Core (OACP) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.59MNew |
$39.7M - $39.7M
|
1.59M
$36.2M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
762KNew |
$19M - $19M
|
762K
$17.4M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
669KNew |
$16.7M - $16.7M
|
669K
$15.3M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|