Purchases and Sales Made in Q2 2021 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
624K+ 85048.37% |
$19.9M - $21M
|
625K
$23.1M
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
190KNew |
$6.05M - $6.39M
|
190K
$7M
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
163K+ 8.28% |
$5.21M - $5.5M
|
2.14M
$78.8M
|
|
Jul 22, 2021
Q2 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
19.2K+ 32.2% |
$611K - $646K
|
78.7K
$2.9M
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
16.3K+ 118.17% |
$521K - $551K
|
30.2K
$1.11M
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$497K - $525K
|
15.6K
$575K
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.8KNew |
$441K - $466K
|
13.8K
$510K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.01KNew |
$256K - $270K
|
8.01K
$296K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.59K+ 55.54% |
$146K - $155K
|
12.9K
$474K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.52K+ 14.33% |
$80.4K - $85K
|
20.1K
$742K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
173+ 2.67% |
$5.52K - $5.83K
|
6.66K
$246K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
152New |
$4.85K - $5.12K
|
152
$5.61K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
81+ 9.47% |
$2.58K - $2.73K
|
936
$34.5K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$31.9 - $33.7
|
1
$36.9
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.41KClosed |
$109K - $115K
|
0
$0
|