Purchases and Sales Made in Q2 2025 in Unified Ser Tr Oneascent Core (OACP)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Core (OACP) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.24K- 3.6% |
$27.6K - $28.3K
|
33.1K
$755K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.52K- 22.11% |
$56.2K - $57.7K
|
8.87K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-3.21K- 2.63% |
$71.6K - $73.5K
|
119K
$2.71M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-3.94K- 1.1% |
$87.9K - $90.2K
|
354K
$8.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.1K- 4.51% |
$91.4K - $93.9K
|
86.8K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-17.9K- 31.24% |
$400K - $410K
|
39.4K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.9K- 74.26% |
$1.45M - $1.49M
|
22.5K
$514K
|