Institutional shares held 4.82 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 42


Latest Institutional Activity in OAIM

Top Purchases

Q3 2025
One Ascent Financial Services LLC Shares Held: 1.4M ($0)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 69.9K ($0)
Q3 2025
Frontier Asset Management, LLC Shares Held: 44.2K ($0)
Q3 2025
Merit Financial Group, LLC Shares Held: 22.3K ($0)
Q3 2025
Values First Advisors, Inc. Shares Held: 5.44K ($0)

Top Sells

Q3 2025
One Ascent Wealth Management LLC Shares Held: 897K ($0)
Q3 2025
One Ascent Family Office, LLC Shares Held: 223K ($0)
Q3 2025
Patron Partners, LLC Shares Held: 45.8K ($0)
Q3 2025
Inspire Advisors, LLC Shares Held: 59.8K ($0)
Q3 2025
Dynamic Advisor Solutions LLC Shares Held: 10.1K ($0)

About OAIM


Insider Transactions at OAIM

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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