Latest Institutional Purchases of Unified Ser Tr Oneascent Core (OACP)
This list provides information on the latest institutional transactions involving Unified Ser Tr Oneascent Core (OACP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
692K+ 19.69% |
$15.5M - $15.9M
|
4.21M
$96.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
388K+ 23.2% |
$8.65M - $8.88M
|
2.06M
$47M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
72K+ 3.24% |
$1.61M - $1.65M
|
2.29M
$52.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.5K+ 358.13% |
$568K - $583K
|
32.6K
$744K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.9K+ 66.69% |
$533K - $547K
|
59.7K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.1KNew |
$382K - $392K
|
17.1K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17K+ 110.76% |
$379K - $389K
|
32.3K
$737K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16KNew |
$357K - $366K
|
16K
$365K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.98K+ 1.92% |
$44.2K - $45.4K
|
105K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
785New |
$17.5K - $18K
|
785
$17.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
530+ 0.41% |
$11.8K - $12.1K
|
130K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
290New |
$6.47K - $6.64K
|
290
$6.62K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
245New |
$5.47K - $5.61K
|
245
$5.59K
|
|
|
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
$918K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
726New |
$16.1K - $16.6K
|
726
$16.6K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
9.82KNew |
$221K - $230K
|
9.82K
$224K
|
|
| 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 | |||||||
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
58.4KNew |
$1.31M - $1.37M
|
58.4K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$38.6K - $40.2K
|
1.72K
$39.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$301K - $326K
|
13.5K
$307K
|
|