Purchases and Sales Made in Q3 2025 in Unified Ser Tr Oneascent Core (OACP)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Core (OACP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.06M+ 238.32% |
$46.4M - $47.8M
|
2.92M
$67.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.1KNew |
$612K - $631K
|
27.1K
$627K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
26.2KNew |
$592K - $610K
|
26.2K
$607K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
20K+ 5.64% |
$450K - $464K
|
374K
$8.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
19.9KNew |
$448K - $462K
|
19.9K
$460K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 0.55% |
$283K - $292K
|
2.31M
$53.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
6.43KNew |
$145K - $149K
|
6.43K
$149K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.01K+ 5.04% |
$67.9K - $70K
|
62.7K
$1.45M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 13.3% |
$51.3K - $52.9K
|
19.4K
$448K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.89KNew |
$42.6K - $43.9K
|
1.89K
$43.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
200+ 1.15% |
$4.51K - $4.65K
|
17.5K
$406K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
13+ 0.03% |
$293 - $302
|
39.4K
$911K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 1.22% |
$67.7 - $69.8
|
248
$5.74K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
SELL
|
- |
-3.93K- 3.03% |
$88.7K - $91.5K
|
126K
$2.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.52K- 4.3% |
$102K - $105K
|
101K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 12.28% |
$241K - $248K
|
76.2K
$1.76M
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 9.01% |
$241K - $249K
|
108K
$2.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.9K- 35.88% |
$268K - $276K
|
21.2K
$490K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-619K- 30.08% |
$14M - $14.4M
|
1.44M
$33.3M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.35M- 79.51% |
$75.5M - $77.8M
|
862K
$19.9M
|