Latest Institutional Transactions on Unified Ser Tr Oneascent Core (OACP)
This table provides information on the latest institutional transactions involving Unified Ser Tr Oneascent Core (OACP) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
29.1KNew |
$655K - $684K
|
29.1K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.38K- 4.61% |
$98.4K - $103K
|
90.7K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
12New |
$270 - $282
|
12
$274
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.5K+ 147.34% |
$505K - $527K
|
37.7K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-282- 1.22% |
$6.34K - $6.62K
|
22.8K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.4K- 65.54% |
$525K - $548K
|
12.3K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
9.82KNew |
$221K - $230K
|
9.82K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.76MNew |
$84.6M - $88.3M
|
3.76M
$85.9M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
319KNew |
$7.17M - $7.49M
|
319K
$7.28M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-46.7K- 1.99% |
$1.05M - $1.1M
|
2.3M
$52.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4KNew |
$235K - $245K
|
10.4K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
71.2KNew |
$1.6M - $1.67M
|
71.2K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.1K+ 0.52% |
$631K - $659K
|
5.39M
$123M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.49K+ 276.23% |
$78.4K - $81.8K
|
4.75K
$108K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
21.7K+ 23.64% |
$488K - $510K
|
114K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.59K+ 4.53% |
$80.6K - $84.1K
|
82.7K
$1.89M
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1K+ 14.97% |
$270K - $285K
|
92.6K
$2.11M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11KNew |
$44.8K - $48.8K
|
2.11K
$48.1K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$38.6K - $40.2K
|
1.72K
$39.2K
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
58.4KNew |
$1.31M - $1.37M
|
58.4K
$1.33M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$301K - $326K
|
13.5K
$307K
|
|