Cambridge Investment Research Advisors, Inc. Opus Small Cap Value ETF Transaction History

Cambridge Investment Research Advisors, Inc.

$29.4 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$31.79 - $35.95 $319,807 - $361,657	-10,060 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$33.12 - $35.95 $18,646 - $20,239	563 Added 5.93%	10,060 $355,000
Q3 2021 Nov 02, 2021	BUY	$31.22 - $33.58 $88,571 - $95,266	2,837 Added 42.6%	9,497 $310,000
Q2 2021 Aug 10, 2021	BUY	$31.91 - $33.7 $5,520 - $5,830	173 Added 2.67%	6,660 $217,000
Q1 2021 May 07, 2021	BUY	$27.56 - $33.02 $178,781 - $214,200	6,487 New	6,487 $207,000

Others Institutions Holding OSCV

# of Institutions

Shares Held

12.9M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.32M
Shares

$173 Million
2.58% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.44M
Shares

$57.7 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.41M
Shares

$56.5 Million
6.32% of portfolio
Integrated Wealth Concepts LLC

876K
Shares

$35 Million
0.42% of portfolio
Sugarloaf Wealth Management, LLC

746K
Shares

$29.8 Million
5.66% of portfolio

View Full List

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
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