Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
1.53M
New
$56.3M - $62.4M
1.53M $50.7M
Feb 10, 2025 Q4 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
1.42M
New
$52.4M - $58M
1.42M $47.1M
Feb 13, 2025 Q4 2024
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
287K
+ 58.81%
$10.6M - $11.7M
774K $25.7M
Feb 12, 2025 Q4 2024
Envestnet Asset Management Inc

BUY
 -
207K
+ 53.86%
$7.65M - $8.48M
593K $19.7M
Feb 14, 2025 Q4 2024
Aptus Capital Advisors, LLC

BUY
 -
188K
+ 4.35%
$6.94M - $7.69M
4.51M $150M
Feb 14, 2025 Q4 2024
Integrated Wealth Concepts LLC

BUY
 -
114K
+ 12.97%
$4.19M - $4.64M
990K $32.9M
Feb 06, 2025 Q4 2024
Sws Partners

BUY
 -
110K
New
$4.06M - $4.5M
110K $3.65M
Jan 17, 2025 Q4 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
92.7K
+ 47.4%
$3.42M - $3.79M
288K $9.57M
Jan 21, 2025 Q4 2024
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
86.7K
+ 31.78%
$3.2M - $3.54M
359K $11.9M
Feb 07, 2025 Q4 2024
Cushing Capital Partners, LLC

Delafield, WI
BUY
 -
73.1K
New
$2.7M - $2.99M
73.1K $2.43M
Feb 10, 2025 Q4 2024
Renasant Bank

BUY
 -
36.8K
+ 76.77%
$1.36M - $1.5M
84.8K $2.81M
Jan 13, 2025 Q4 2024
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
31.1K
+ 79.5%
$1.15M - $1.27M
70.1K $2.33M
Feb 11, 2025 Q4 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
30.5K
New
$1.12M - $1.25M
30.5K $1.01M
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
25.8K
New
$952K - $1.05M
25.8K $857K
Feb 24, 2025 Q4 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
25.6K
+ 16.97%
$943K - $1.04M
176K $5.85M
Feb 05, 2025 Q4 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
23.8K
+ 121.05%
$876K - $971K
43.4K $1.44M
Feb 18, 2025 Q4 2024
Retirement Planning Group

BUY
 -
20.1K
New
$740K - $820K
20.1K $666K
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
20K
New
$737K - $817K
20K $663K
Feb 11, 2025 Q4 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
17.7K
+ 14.05%
$654K - $725K
144K $4.78M
Feb 14, 2025 Q4 2024
First Heartland Consultants, Inc.

BUY
 -
17.4K
+ 3.25%
$642K - $711K
554K $18.4M
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
13.7K
+ 1.83%
$504K - $558K
760K $25.2M
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
12.3K
+ 6.13%
$452K - $501K
212K $7.05M
Feb 13, 2025 Q4 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
11.3K
+ 3.26%
$416K - $461K
357K $11.8M
Jan 29, 2025 Q4 2024
Financial Guidance Group, Inc.

BUY
 -
10.8K
+ 19.42%
$397K - $440K
66.2K $2.2M
Apr 01, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
10.2K
New
$377K - $418K
10.2K $340K
Jan 24, 2025 Q4 2024
Central Trust CO

Jefferson City, MO
BUY
 -
10.2K
+ 8.74%
$375K - $416K
126K $4.2M
Jan 22, 2025 Q4 2024
Mbe Wealth Management, LLC

BUY
 -
9.5K
+ 19.8%
$350K - $388K
57.5K $1.91M
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
9.13K
+ 11.42%
$337K - $373K
89.1K $2.96M
Feb 14, 2025 Q4 2024
Second Line Capital, LLC

Metairie, LA
BUY
 -
8.17K
+ 1.67%
$301K - $334K
499K $16.6M
Jan 30, 2025 Q4 2024
Lord & Richards Wealth Management, LLC

Highlands Ranch, CO
BUY
 -
8.16K
New
$301K - $334K
8.16K $271K
Feb 05, 2025 Q4 2024
Heritage Wealth Management, Inc.

Cincinnati, OH
BUY
 -
6.63K
New
$245K - $271K
6.63K $220K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
4.86K
New
$179K - $199K
4.86K $161K
Jan 29, 2025 Q4 2024
One Plus One Wealth Management, LLC

BUY
 -
1.46K
+ 4.14%
$53.9K - $59.7K
36.8K $1.22M
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
766
+ 22.63%
$28.3K - $31.3K
4.15K $138K
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
481
New
$17.7K - $19.7K
481 $16K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
82
+ 2.52%
$3.02K - $3.35K
3.33K $111K
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

BUY
 -
80
New
$2.95K - $3.27K
80 $2.66K
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
52
+ 0.19%
$1.92K - $2.13K
27.6K $916K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1
- 50.0%
$36.9 - $40.9
1 $33.2
Feb 14, 2025 Q4 2024
Ubs Group Ag

SELL
 -
-54
- 70.13%
$1.99K - $2.21K
23 $764
Feb 14, 2025 Q4 2024
Second Half Financial Partners, LLC

Sebring, FL
SELL
 -
-123
- 0.71%
$4.54K - $5.03K
17.2K $570K
Jan 29, 2025 Q4 2024
True Vision Mn LLC

Woodbury, MN
SELL
 -
-208
- 0.86%
$7.67K - $8.5K
23.9K $794K
Feb 12, 2025 Q4 2024
Jpmorgan Chase & CO

New York, NY
SELL
 -
-772
- 28.01%
$28.5K - $31.6K
1.98K $65.9K
Feb 14, 2025 Q4 2024
Morgan Stanley

New York, NY
SELL
 -
-1.16K
- 99.91%
$42.6K - $47.3K
1 $33.2
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
SELL
 -
-12.1K
- 53.5%
$445K - $494K
10.5K $348K
Jan 15, 2025 Q4 2024
True Wealth Advisors, LLC

SELL
 -
-12.5K
- 18.03%
$460K - $510K
56.7K $1.88M
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-32.3K
- 2.29%
$1.19M - $1.32M
1.38M $45.9M

Track Institutional and Insider Activities on OSCV

Follow OPUS SMALL CAP VALUE ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells OSCV shares.

Notify only if

Insider Trading

Get notified when an Opus Small Cap Value ETF insider buys or sells OSCV shares.

Notify only if

News

Receive news related to OPUS SMALL CAP VALUE ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on OSCV