Purchases and Sales Made in Q4 2022 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
330KNew |
$9.58M - $10.8M
|
330K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
269K+ 9.78% |
$7.82M - $8.83M
|
3.02M
$113M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
259K+ 42.08% |
$7.51M - $8.49M
|
874K
$32.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
119K+ 11.03% |
$3.44M - $3.89M
|
1.19M
$44.6M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48.4KNew |
$1.4M - $1.59M
|
48.4K
$1.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
41.3K+ 44.64% |
$1.2M - $1.35M
|
134K
$5M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
14.8K+ 10.51% |
$429K - $484K
|
155K
$5.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
8.86K+ 43.14% |
$257K - $291K
|
29.4K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.24KNew |
$239K - $270K
|
8.24K
$308K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.68K+ 59.88% |
$136K - $154K
|
12.5K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
4K+ 19.78% |
$116K - $131K
|
24.2K
$905K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.42K+ 682.83% |
$99.3K - $112K
|
3.92K
$146K
|
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.75K+ 8.76% |
$79.8K - $90.2K
|
34.2K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.1KNew |
$60.9K - $68.9K
|
2.1K
$78.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.84K+ 0.35% |
$53.5K - $60.5K
|
534K
$19.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.44KNew |
$41.7K - $47.1K
|
1.44K
$53.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.2KNew |
$34.9K - $39.5K
|
1.2K
$44.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
884New |
$25.7K - $29K
|
884
$33K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$29 - $32.8
|
1
$37.3
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-364- 0.27% |
$10.6K - $11.9K
|
134K
$4.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-440- 6.2% |
$12.8K - $14.4K
|
6.66K
$248K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.53K- 5.46% |
$44.4K - $50.2K
|
26.5K
$990K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56K- 8.42% |
$45.2K - $51K
|
16.9K
$632K
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.56K- 11.37% |
$161K - $182K
|
43.4K
$1.62M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-5.63K- 43.48% |
$163K - $185K
|
7.32K
$273K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-7.81K- 18.5% |
$227K - $256K
|
34.4K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.6K- 77.45% |
$483K - $546K
|
4.85K
$181K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-67.6K- 10.53% |
$1.96M - $2.22M
|
574K
$21.4M
|