OneAscent Large Cap Core ETF (OALC) Institutional Ownership

$26.52
+0.03 (+0.11%)
(As of 04/29/2024 ET)

Institutional Ownership Changes (13F Filings) for OneAscent Large Cap Core ETF (NYSEARCA:OALC)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$53.37M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$25.72M
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OALC Institutional Buying and Selling by Quarter

OneAscent Large Cap Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.106,040$2.90M0.0%+26.6%2.791%
4/16/2024 OneAscent Financial Services LLC2,081,255$56.92M6.3%+53.7%54.770%
4/16/2024 OneAscent Wealth Management LLC1,117,804$30.57M11.7%+13.9%29.416%
4/11/2024 RFG Advisory LLC48,929$1.34M0.0%+1.6%1.288%
2/9/2024 Cambridge Investment Research Advisors Inc.83,748$2.09M0.0%+65.3%5.301%
1/25/2024 RFG Advisory LLC48,151$1.20M0.0%+10.7%3.048%
1/18/2024Patron Partners LLC22,879$571K0.4%N/A1.448%
1/11/2024 OneAscent Wealth Management LLC981,212$24.57M9.8%+41.0%62.102%
1/11/2024 OneAscent Financial Services LLC1,353,750$33.89M4.2%+93.3%85.680%
11/13/2023Kestra Advisory Services LLC37,129$835K0.0%+126.9%2.350%
11/7/2023Atria Investments Inc1,352,799$30.44M0.5%+1.9%85.620%
10/24/2023 Cambridge Investment Research Advisors Inc.50,679$1.14M0.0%+1.1%3.208%
10/16/2023 RFG Advisory LLC43,502$979K0.0%+8.6%2.753%
10/13/2023 OneAscent Financial Services LLC700,299$15.76M4.1%+7.5%44.323%
10/13/2023 OneAscent Wealth Management LLC695,946$15.66M6.9%-2.1%44.047%
8/4/2023Atria Investments Inc1,327,462$30.48M0.6%+1.2%84.017%
8/3/2023 RFG Advisory LLC40,073$920K0.0%+54.6%2.536%
7/13/2023 Cambridge Investment Research Advisors Inc.50,119$1.15M0.0%+8.6%3.297%
7/10/2023 OneAscent Wealth Management LLC710,779$16.32M7.7%+2.7%46.762%
7/10/2023 OneAscent Financial Services LLC651,362$14.96M6.6%+5.1%42.853%
5/10/2023Atria Investments Inc1,311,244$28.95M0.5%-46.7%86.266%
5/9/2023 RFG Advisory LLC25,922$572K0.0%+3.9%1.705%
4/17/2023 OneAscent Financial Services LLC619,749$13.68M5.6%-42.2%40.773%
4/17/2023 OneAscent Wealth Management LLC692,362$15.29M6.0%-44.2%45.550%
4/14/2023 O Connor Financial Group LLC23,232$513K0.4%N/A1.528%
2/8/2023 Cambridge Investment Research Advisors Inc.65,797$1.35M0.0%+3.6%3.500%
1/31/2023Atria Investments Inc2,460,924$50.49M1.0%-6.5%130.900%
1/12/2023 OneAscent Wealth Management LLC1,241,649$25.58M12.0%-4.3%45.987%
1/12/2023 OneAscent Financial Services LLC1,071,924$22.08M9.4%-4.1%39.701%
11/10/2022 RFG Advisory LLC24,055$481K0.0%+25.9%0.865%
11/2/2022 OneAscent Wealth Management LLC1,297,061$24.16M12.7%-0.1%46.657%
11/2/2022 OneAscent Financial Services LLC1,117,571$20.82M8.3%+5.4%40.200%
11/1/2022Atria Investments LLC2,631,710$49.02M1.1%+2.2%94.666%
10/17/2022 Cambridge Investment Research Advisors Inc.63,484$1.18M0.0%-31.1%2.267%
8/13/2022 RFG Advisory LLC19,110$407K0.0%N/A0.687%
8/11/2022Atria Investments LLC2,575,050$50.94M1.1%+5.4%92.628%
8/8/2022 OneAscent Financial Services LLC1,059,891$20.97M9.5%+7.2%38.126%
8/8/2022 OneAscent Wealth Management LLC1,298,831$25.69M13.1%+8.9%46.721%
7/13/2022 Cambridge Investment Research Advisors Inc.92,199$1.82M0.0%N/A3.317%
5/12/2022 OneAscent Wealth Management LLC1,192,170$27.33M13.6%N/A46.752%
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5/12/2022 OneAscent Financial Services LLC988,615$22.67M16.2%N/A38.769%
5/2/2022Atria Investments LLC2,442,676$56.01M1.0%+2.9%95.791%
2/14/2022Rockefeller Capital Management L.P.4,377$110K0.0%N/A0.175%
(Data available from 1/1/2016 forward)

OALC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OALC shares?

During the previous two years, 9 institutional investors and hedge funds held shares of OneAscent Large Cap Core ETF. The most heavily invested institutionals were OneAscent Financial Services LLC ($56.92M), Atria Investments LLC ($49.02M), OneAscent Wealth Management LLC ($30.57M), Atria Investments Inc ($30.44M), Cambridge Investment Research Advisors Inc. ($2.90M), RFG Advisory LLC ($1.34M), and Kestra Advisory Services LLC ($835K).Learn more on OALC's institutional investors.

Which institutional investors have been buying OneAscent Large Cap Core ETF stock?

Of the 9 institutional investors that purchased OneAscent Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($2.58M), OneAscent Wealth Management LLC ($1.74M), Atria Investments LLC ($257.75K), Cambridge Investment Research Advisors Inc. ($154.40K), RFG Advisory LLC ($48.04K), Atria Investments Inc ($41.56K), and O Connor Financial Group LLC ($23.23K).

How much institutional buying is happening at OneAscent Large Cap Core ETF?

Institutional investors have bought a total of 4,886,801 shares in the last 24 months. This purchase volume represents approximately $116.07M in transactions.

Which OneAscent Large Cap Core ETF major shareholders have been selling company stock?

The following institutional investors have sold OneAscent Large Cap Core ETF stock in the last 24 months: Atria Investments Inc ($1.32M), OneAscent Wealth Management LLC ($621.30K), OneAscent Financial Services LLC ($497.82K), and Cambridge Investment Research Advisors Inc. ($28.72K).

How much institutional selling is happening at OneAscent Large Cap Core ETF?

Institutional investors have sold a total of 2,468,305 shares in the last 24 months. This volume of shares sold represents approximately $53.97M in transactions.


This page (NYSEARCA:OALC) was last updated on 4/30/2024 by MarketBeat.com Staff

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