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

Umb Bank, N.A.

$6.26 Billion
Q2 2025

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

71

Shares Held

21.2M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

5.25M
Shares

$197 Million
1.7% of portfolio
Integrated Wealth Concepts LLC

1.97M
Shares

$74.1 Million
0.77% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.7M
Shares

$64.1 Million
0.02% of portfolio
Diversified Enterprises, LLC Wilmington, DE

1.7M
Shares

$64 Million
4.38% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

1.48M
Shares

$55.8 Million
4.04% of portfolio

About OPUS SMALL CAP VALUE ETF

Ticker OSCV
Sector ETFs
Industry ETFs

More about OSCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.