Purchases and Sales Made in Q2 2022 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
794K+ 304.76% |
$22.4M - $26.4M
|
1.05M
$39.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
145K+ 6.34% |
$4.1M - $4.83M
|
2.44M
$90.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
BUY
|
- |
136KNew |
$3.85M - $4.53M
|
136K
$5.08M
|
|
|
Sep 30, 2022
Q2 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
68.9K+ 15.16% |
$1.95M - $2.29M
|
524K
$19.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
62.5K+ 149.94% |
$1.77M - $2.08M
|
104K
$3.89M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
37.1K+ 213.78% |
$1.05M - $1.24M
|
54.5K
$2.03M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18.3KNew |
$518K - $611K
|
18.3K
$685K
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
16K+ 21.2% |
$452K - $532K
|
91.4K
$3.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.56K+ 68.9% |
$242K - $285K
|
21K
$784K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.9K+ 216.63% |
$223K - $263K
|
11.5K
$431K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
7.47KNew |
$211K - $249K
|
7.47K
$279K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.25KNew |
$205K - $241K
|
7.25K
$271K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.64K+ 0.89% |
$159K - $188K
|
640K
$23.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.36K+ 24.21% |
$66.6K - $78.4K
|
12.1K
$451K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.68K+ 13.05% |
$47.4K - $55.9K
|
14.5K
$543K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43KNew |
$40.4K - $47.6K
|
1.43K
$53.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
996New |
$28.1K - $33.2K
|
996
$37.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
944+ 3.49% |
$26.7K - $31.4K
|
28K
$1.04M
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
747+ 1.6% |
$21.1K - $24.9K
|
47.3K
$1.77M
|
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
517+ 2.0% |
$14.6K - $17.2K
|
26.4K
$985K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-104- 0.74% |
$2.94K - $3.46K
|
14K
$524K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-113- 8.96% |
$3.19K - $3.76K
|
1.15K
$42.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.11K- 22.03% |
$59.6K - $70.2K
|
7.47K
$279K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 29.38% |
$323K - $381K
|
27.5K
$1.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.6KClosed |
$383K - $452K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.3KClosed |
$518K - $611K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-121K- 16.62% |
$3.41M - $4.02M
|
606K
$22.6M
|