Latest Institutional Transactions on ETF Ser Solutions Clearshares (OCIO)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Clearshares (OCIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
69+ 0.99% |
$2.11K - $2.43K
|
7.03K
$248K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.3K- 55.82% |
$735K - $788K
|
17.6K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28.7KNew |
$947K - $1.02M
|
28.7K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
216+ 4.26% |
$7.13K - $7.64K
|
5.29K
$186K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-346- 1.1% |
$11.4K - $12.2K
|
31K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.11K+ 99.35% |
$202K - $216K
|
12.3K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.9K- 17.05% |
$1.02M - $1.09M
|
150K
$5.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-346- 1.04% |
$11.4K - $12.2K
|
33.1K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4+ 0.01% |
$132 - $141
|
31.5K
$1.11M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$33.7 - $35.1
|
1
$35.2
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
100+ 2500.0% |
$3.37K - $3.51K
|
104
$3.66K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.3KNew |
$1.43M - $1.56M
|
45.3K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.18KNew |
$100K - $109K
|
3.18K
$112K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-158K- 99.16% |
$4.44M - $4.88M
|
1.34K
$47K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.8KNew |
$969K - $1.03M
|
33.8K
$1.19M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.65K+ 4.62% |
$104K - $109K
|
82.7K
$2.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
545+ 7.22% |
$15.6K - $16.3K
|
8.1K
$285K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.03KNew |
$28K - $30.4K
|
1.03K
$36.3K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$5.58K - $6.31K
|
200
$7.04K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.42KClosed |
N/A
|
0
$0
|
|