Purchases and Sales Made in Q4 2024 in Unified Ser Tr Oneascent Core (OACP)

OACP Quotes by TradingView

This table provides information about the institutional ownership of Unified Ser Tr Oneascent Core (OACP) during Q4 2024. 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
Feb 12, 2025 Q4 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
3.76M
New
$84.6M - $88.3M
3.76M $85.2M
Feb 12, 2025 Q4 2024
One Ascent Family Office, LLC

Birmingham, AL
BUY
 -
319K
New
$7.17M - $7.49M
319K $7.23M
Feb 07, 2025 Q4 2024
Meriwether Wealth & Planning, LLC

Minden, LA
BUY
 -
71.2K
New
$1.6M - $1.67M
71.2K $1.61M
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
28.1K
+ 0.52%
$631K - $659K
5.39M $122M
Feb 14, 2025 Q4 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
22.5K
+ 147.34%
$505K - $527K
37.7K $855K
Jan 24, 2025 Q4 2024
Patron Partners, LLC

BUY
 -
21.7K
+ 23.64%
$488K - $510K
114K $2.57M
Feb 11, 2025 Q4 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.4K
New
$235K - $245K
10.4K $236K
Feb 13, 2025 Q4 2024
Defined Financial Planning LLC

San Rafael, CA
BUY
 -
9.82K
New
$221K - $230K
9.82K $222K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.59K
+ 4.53%
$80.6K - $84.1K
82.7K $1.87M
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
3.49K
+ 276.23%
$78.4K - $81.8K
4.75K $107K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2025 Q4 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-282
- 1.22%
$6.34K - $6.62K
22.8K $516K
Feb 14, 2025 Q4 2024
Cambridge Investment Research Advisors, Inc.

SELL
 -
-4.38K
- 4.61%
$98.4K - $103K
90.7K $2.05M
Feb 14, 2025 Q4 2024
Jane Street Group, LLC

New York, NY
SELL
 -
-23.4K
- 65.54%
$525K - $548K
12.3K $278K
Feb 12, 2025 Q4 2024
One Ascent Wealth Management LLC

Birmingham, AL
SELL
 -
-46.7K
- 1.99%
$1.05M - $1.1M
2.3M $52.1M

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