Purchases and Sales Made in Q1 2023 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q1 2023. The information is specifically focused on institutions that hold shares of OPUS SMALL CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
996K+ 32.95% |
$29.7M - $33.4M
|
4.02M
$148M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
251K+ 853.16% |
$7.47M - $8.4M
|
280K
$10.3M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
135KNew |
$4.01M - $4.51M
|
135K
$4.97M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
123K+ 55.32% |
$3.66M - $4.12M
|
345K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
100K+ 8.4% |
$2.99M - $3.36M
|
1.29M
$47.8M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
73.4K+ 8298.98% |
$2.19M - $2.46M
|
74.2K
$2.74M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40.9K+ 4.68% |
$1.22M - $1.37M
|
915K
$33.8M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26.1KNew |
$778K - $874K
|
26.1K
$963K
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
25.7K+ 4.8% |
$765K - $860K
|
560K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7K+ 190.47% |
$468K - $526K
|
23.9K
$883K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15KNew |
$448K - $503K
|
15K
$554K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 247.8% |
$358K - $402K
|
16.9K
$622K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.6K+ 7.96% |
$317K - $357K
|
144K
$5.32M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
9.46K+ 21.81% |
$282K - $317K
|
52.8K
$1.95M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
8.87K+ 25.97% |
$264K - $297K
|
43K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.21KNew |
$215K - $242K
|
7.21K
$266K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.81KNew |
$144K - $161K
|
4.81K
$178K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.38K+ 2.52% |
$101K - $113K
|
137K
$5.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
3.23K+ 2.08% |
$96.3K - $108K
|
159K
$5.85M
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.87K+ 0.57% |
$55.7K - $62.5K
|
332K
$12.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 5.37% |
$38.8K - $43.6K
|
25.5K
$942K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.07K+ 16.08% |
$31.9K - $35.8K
|
7.73K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
540+ 54000.0% |
$16.1K - $18.1K
|
541
$20K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
226New |
$6.74K - $7.57K
|
226
$8.34K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
114+ 0.91% |
$3.4K - $3.82K
|
12.6K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-49- 2.33% |
$1.46K - $1.64K
|
2.05K
$75.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-917- 3.46% |
$27.3K - $30.7K
|
25.6K
$944K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.7K- 1.86% |
$318K - $358K
|
564K
$20.8M
|