Latest Institutional Purchases of Unified Ser Tr Oneascent Emerg (OAEM)
This list provides information on the latest institutional transactions involving Unified Ser Tr Oneascent Emerg (OAEM) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
26.1KNew |
N/A
|
26.1K
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.35KNew |
N/A
|
9.35K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.94K+ 18.37% |
N/A
|
31.8K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.62K+ 70.61% |
N/A
|
6.32K
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.42K+ 10.27% |
N/A
|
26K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.56K+ 5.2% |
N/A
|
31.6K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 7.61% |
N/A
|
16.6K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
578+ 3.13% |
N/A
|
19.1K
$0
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
530+ 2.92% |
N/A
|
18.7K
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
264+ 60.97% |
N/A
|
697
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
195+ 0.66% |
N/A
|
29.7K
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
40+ 13.7% |
N/A
|
332
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.7% |
N/A
|
1.01K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.32K+ 3.97% |
N/A
|
34.5K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
109+ 2.51% |
N/A
|
4.45K
$0
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.45K+ 43.57% |
N/A
|
18K
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.6K+ 71.44% |
N/A
|
49.5K
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|