Purchases and Sales Made in Q3 2022 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
319K+ 13.1% |
$9.02M - $10.5M
|
2.75M
$103M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
146KNew |
$4.13M - $4.82M
|
146K
$5.45M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
38K+ 69.83% |
$1.08M - $1.25M
|
92.5K
$3.45M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37.8KNew |
$1.07M - $1.25M
|
37.8K
$1.41M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.9K+ 28.67% |
$844K - $984K
|
134K
$5M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20.9K+ 1.98% |
$590K - $688K
|
1.08M
$40.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
BUY
|
- |
20.5KNew |
$580K - $677K
|
20.5K
$766K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9.05K+ 1.49% |
$256K - $298K
|
615K
$23M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
8.9K+ 1.7% |
$251K - $293K
|
532K
$19.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.69K+ 39.09% |
$161K - $187K
|
20.2K
$755K
|
|
|
Oct 20, 2022
Q3 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.03K+ 19.07% |
$142K - $166K
|
31.4K
$1.17M
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
4.4K+ 3.23% |
$124K - $145K
|
141K
$5.25M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.05K+ 0.32% |
$58K - $67.6K
|
642K
$24M
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.58K+ 3.34% |
$44.6K - $52K
|
48.9K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
501New |
$14.2K - $16.5K
|
501
$18.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$5.65K - $6.59K
|
200
$7.47K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
139+ 0.76% |
$3.93K - $4.58K
|
18.5K
$690K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
78+ 0.28% |
$2.2K - $2.57K
|
28K
$1.05M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-168- 2.25% |
$4.75K - $5.54K
|
7.3K
$272K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-370- 4.96% |
$10.5K - $12.2K
|
7.1K
$265K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.09K- 7.77% |
$30.8K - $35.9K
|
12.9K
$483K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.27K- 35.33% |
$121K - $141K
|
7.82K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.99K- 21.78% |
$169K - $197K
|
21.5K
$802K
|
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-49.1K- 53.79% |
$1.39M - $1.62M
|
42.2K
$1.58M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-97.8K- 68.14% |
$2.76M - $3.22M
|
45.7K
$1.71M
|