Umb Bank, N.A. Opus Small Cap Value ETF Transaction History

Umb Bank, N.A.

$6.21 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	BUY	$29.89 - $32.07 $5,439 - $5,836	182 Added 80.53%	408 $13,000
Q1 2023 Apr 11, 2023	BUY	$29.81 - $33.5 $6,737 - $7,571	226 New	226 $7,000

Others Institutions Holding OSCV

# of Institutions

36

Shares Held

9.39M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

3.78M
Shares

$130 Million
2.74% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.33M
Shares

$45.6 Million
6.66% of portfolio
Sugarloaf Wealth Management, LLC

732K
Shares

$25.1 Million
6.05% of portfolio
First Heartland Consultants, Inc.

520K
Shares

$17.8 Million
1.94% of portfolio
Brogan Financial, Inc. Knoxville, TN

460K
Shares

$15.8 Million
10.92% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
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