Purchases and Sales Made in Q1 2025 in Opus Small Cap Value ETF (OSCV)

OSCV Quotes by TradingView

This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q1 2025. 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 15, 2025 Q1 2025
Integrated Wealth Concepts LLC

BUY
 -
429K
+ 43.34%
$14.7M - $16.5M
1.42M $50.6M
May 13, 2025 Q1 2025
Aptus Capital Advisors, LLC

BUY
 -
356K
+ 7.89%
$12.2M - $13.7M
4.87M $174M
Apr 29, 2025 Q1 2025
Envestnet Asset Management Inc

BUY
 -
211K
+ 35.61%
$7.21M - $8.11M
804K $28.7M
Apr 24, 2025 Q1 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
147K
+ 51.13%
$5.03M - $5.66M
435K $15.5M
May 15, 2025 Q1 2025
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
117K
+ 1143.81%
$4M - $4.5M
127K $4.54M
Apr 28, 2025 Q1 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
110K
New
$3.77M - $4.24M
110K $3.94M
May 13, 2025 Q1 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
107K
+ 7.04%
$3.67M - $4.13M
1.63M $58.3M
Apr 22, 2025 Q1 2025
Mbe Wealth Management, LLC

BUY
 -
102K
+ 177.06%
$3.48M - $3.91M
159K $5.68M
May 15, 2025 Q1 2025
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
98.1K
+ 6.91%
$3.35M - $3.77M
1.52M $54.1M
May 12, 2025 Q1 2025
Pandora Wealth, Inc.

Oakbrook Terrace, IL
BUY
 -
75.4K
New
$2.57M - $2.9M
75.4K $2.69M
Apr 21, 2025 Q1 2025
Advisor Resource Council

BUY
 -
48.1K
New
$1.64M - $1.85M
48.1K $1.72M
May 15, 2025 Q1 2025
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
43.8K
+ 3.17%
$1.5M - $1.68M
1.43M $50.9M
May 12, 2025 Q1 2025
Waterloo Capital, L.P.

Austin, TX
BUY
 -
42.2K
+ 11.82%
$1.44M - $1.62M
399K $14.2M
Apr 10, 2025 Q1 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
41.7K
+ 59.41%
$1.42M - $1.6M
112K $3.99M
Apr 11, 2025 Q1 2025
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
35.9K
+ 10.0%
$1.23M - $1.38M
395K $14.1M
May 27, 2025 Q1 2025
Sws Partners

BUY
 -
31.8K
+ 28.91%
$1.09M - $1.22M
142K $5.06M
May 15, 2025 Q1 2025
Two Sigma Investments, LP

New York, NY
BUY
 -
30.6K
New
$1.05M - $1.18M
30.6K $1.09M
May 15, 2025 Q1 2025
Mercer Global Advisors Inc

Denver, CO
BUY
 -
29.3K
New
$1M - $1.13M
29.3K $1.05M
May 09, 2025 Q1 2025
Renasant Bank

BUY
 -
27.7K
+ 32.69%
$947K - $1.07M
112K $4.01M
May 15, 2025 Q1 2025
Second Line Capital, LLC

Metairie, LA
BUY
 -
25K
+ 5.02%
$855K - $963K
524K $18.7M
May 13, 2025 Q1 2025
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
16.4K
+ 37.86%
$561K - $631K
59.8K $2.13M
Apr 21, 2025 Q1 2025
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
16.1K
+ 9.13%
$550K - $619K
192K $6.86M
May 05, 2025 Q1 2025
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
15.5K
+ 2.0%
$529K - $595K
789K $28.2M
May 14, 2025 Q1 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
14.2K
New
$485K - $546K
14.2K $507K
May 07, 2025 Q1 2025
First Heartland Consultants, Inc.

BUY
 -
13K
+ 2.35%
$445K - $501K
567K $20.2M
May 02, 2025 Q1 2025
Lord & Richards Wealth Management, LLC

Highlands Ranch, CO
BUY
 -
12.9K
+ 158.41%
$442K - $497K
21.1K $753K
Apr 23, 2025 Q1 2025
Financial Guidance Group, Inc.

BUY
 -
10K
+ 15.14%
$342K - $385K
76.2K $2.72M
May 06, 2025 Q1 2025
Brookwood Investment Group LLC

Phoenix, AZ
BUY
 -
9.33K
New
$319K - $359K
9.33K $333K
May 13, 2025 Q1 2025
Bokf, Na

Tulsa, OK
BUY
 -
7.75K
New
$265K - $298K
7.75K $277K
May 07, 2025 Q1 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.54K
+ 4.54%
$223K - $251K
151K $5.37M
Apr 14, 2025 Q1 2025
One Plus One Wealth Management, LLC

BUY
 -
2.16K
+ 5.88%
$73.9K - $83.1K
38.9K $1.39M
Apr 18, 2025 Q1 2025
Cushing Capital Partners, LLC

Delafield, WI
BUY
 -
1.44K
+ 1.97%
$49.3K - $55.5K
74.6K $2.66M
May 14, 2025 Q1 2025
Kestra Advisory Services, LLC

BUY
 -
1.01K
+ 5.06%
$34.6K - $38.9K
21K $749K
Apr 29, 2025 Q1 2025
Heritage Wealth Management, Inc.

Cincinnati, OH
BUY
 -
1K
+ 15.08%
$34.2K - $38.5K
7.63K $272K
May 13, 2025 Q1 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
875
+ 87500.0%
$29.9K - $33.6K
876 $31.3K
Apr 15, 2025 Q1 2025
Fifth Third Bancorp

BUY
 -
748
New
$25.6K - $28.8K
748 $26.7K
Apr 10, 2025 Q1 2025
Retirement Planning Group

BUY
 -
584
+ 2.91%
$19.9K - $22.5K
20.6K $737K
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

BUY
 -
530
+ 662.5%
$18.1K - $20.4K
610 $21.8K
May 08, 2025 Q1 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
447
New
$15.3K - $17.2K
447 $15.9K
May 12, 2025 Q1 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
350
New
$12K - $13.5K
350 $12.5K
May 09, 2025 Q1 2025
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
324
New
$11.1K - $12.5K
324 $11.6K
May 06, 2025 Q1 2025
Atria Investments LLC

Charlotte, NC
BUY
 -
259
+ 0.94%
$8.85K - $9.96K
27.8K $994K
May 07, 2025 Q1 2025
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
139
+ 0.81%
$4.75K - $5.34K
17.3K $618K
Apr 30, 2025 Q1 2025
True Vision Mn LLC

Woodbury, MN
BUY
 -
128
+ 0.54%
$4.37K - $4.92K
24K $858K
May 13, 2025 Q1 2025
Ubs Group Ag

BUY
 -
34
+ 147.83%
$1.16K - $1.31K
57 $2.03K
May 02, 2025 Q1 2025
Concord Wealth Partners

BUY
 -
26
New
$888 - $1K
26 $928
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2025 Q1 2025
Jpmorgan Chase & CO

New York, NY
SELL
 -
-33
- 1.66%
$1.13K - $1.27K
1.95K $69.6K
Apr 07, 2025 Q1 2025
Parallel Advisors, LLC

SELL
 -
-3.59K
- 86.58%
$123K - $138K
557 $19.9K

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