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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 3.25% |
$23.9K - $24.7K
|
33.6K
$776K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11.1KNew |
$250K - $257K
|
11.1K
$255K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42K+ 186.83% |
$948K - $978K
|
64.5K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 12.28% |
$241K - $248K
|
76.2K
$1.76M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.01K+ 5.04% |
$67.9K - $70K
|
62.7K
$1.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.89KNew |
$42.6K - $43.9K
|
1.89K
$43.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-619K- 30.08% |
$14M - $14.4M
|
1.44M
$33.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
200+ 1.15% |
$4.51K - $4.65K
|
17.5K
$404K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.52K- 4.3% |
$102K - $105K
|
101K
$2.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.1KNew |
$612K - $631K
|
27.1K
$626K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
6.43KNew |
$145K - $149K
|
6.43K
$148K
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 9.01% |
$241K - $249K
|
108K
$2.49M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
20K+ 5.64% |
$450K - $464K
|
374K
$8.62M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 0.55% |
$283K - $292K
|
2.31M
$53.2M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.06M+ 238.32% |
$46.4M - $47.8M
|
2.92M
$67.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
SELL
|
- |
-3.93K- 3.03% |
$88.7K - $91.5K
|
126K
$2.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 1.22% |
$67.7 - $69.8
|
248
$5.72K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 13.3% |
$51.3K - $52.9K
|
19.4K
$447K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
26.2KNew |
$592K - $610K
|
26.2K
$605K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
13+ 0.03% |
$293 - $302
|
39.4K
$909K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
19.9KNew |
$448K - $462K
|
19.9K
$458K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.9K- 35.88% |
$268K - $276K
|
21.2K
$489K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
290New |
$6.47K - $6.64K
|
290
$6.69K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16KNew |
$357K - $366K
|
16K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17K+ 110.76% |
$379K - $389K
|
32.3K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
785New |
$17.5K - $18K
|
785
$18.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.52K- 22.11% |
$56.2K - $57.7K
|
8.87K
$205K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.47K+ 6.55% |
$55K - $56.7K
|
40.2K
$927K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
726New |
$16.1K - $16.6K
|
726
$16.7K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
9.82KNew |
$221K - $230K
|
9.82K
$227K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11KNew |
$44.8K - $48.8K
|
2.11K
$48.6K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
58.4KNew |
$1.31M - $1.37M
|
58.4K
$1.35M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$301K - $326K
|
13.5K
$310K
|
|