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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
530+ 0.41% |
$11.8K - $12.1K
|
130K
$2.95M
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
122KNew |
$2.71M - $2.79M
|
122K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.6K+ 283.33% |
$1.44M - $1.48M
|
87.4K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
38.7K+ 12.13% |
$860K - $887K
|
358K
$8.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.4K+ 24.7% |
$454K - $468K
|
103K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.67K+ 22.89% |
$148K - $153K
|
35.8K
$815K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.47K+ 6.55% |
$55K - $56.7K
|
40.2K
$915K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.36K+ 49.75% |
$52.5K - $54.1K
|
7.11K
$162K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
948+ 9.08% |
$21.1K - $21.7K
|
11.4K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
726New |
$16.1K - $16.6K
|
726
$16.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
275+ 0.3% |
$6.11K - $6.3K
|
90.9K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
9.82KNew |
$221K - $230K
|
9.82K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
12New |
$270 - $282
|
12
$273
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11KNew |
$44.8K - $48.8K
|
2.11K
$48K
|
|
| 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
$39.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$301K - $326K
|
13.5K
$306K
|
|