Institutional shares held 321,033
0 calls
0 puts
Total value of holdings $10.8M
$0 calls
$0 puts
# of Institutions 8


Latest Institutional Activity in OCIO

Top Purchases

Q2 2024
Mercer Global Advisors Inc Shares Held: 36.1K ($1.21M)
Q2 2024
Envestnet Asset Management Inc Shares Held: 186K ($6.24M)
Q2 2024
Janney Montgomery Scott LLC Shares Held: 34.3K ($1.15M)
Q2 2024
Colonial Trust CO / Sc Shares Held: 5.08K ($170K)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

Top Sells

Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 24.8K ($831K)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 34.6K ($1.16M)
Q2 2024
Ubs Group Ag Shares Held: 19 ($637)
Q1 2024
Jane Street Group, LLC Shares Held: 18K ($603K)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 1.34K ($44.7K)

About OCIO

Track Institutional and Insider Activities on OCIO

Follow ETF SER SOLUTIONS CLEARSHARES 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 OCIO shares.

Notify only if

Insider Trading

Get notified when an ETF Ser Solutions Clearshares insider buys or sells OCIO shares.

Notify only if

News

Receive news related to ETF SER SOLUTIONS CLEARSHARES

Track Activities on OCIO