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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
45.3KNew |
$1.43M - $1.56M
|
45.3K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-15- 78.95% |
$474 - $516
|
4
$138
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.27K+ 11.83% |
$135K - $147K
|
40.4K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.18KNew |
$100K - $109K
|
3.18K
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.74K+ 23.13% |
$181K - $197K
|
30.5K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.17K- 1.7% |
$100K - $109K
|
183K
$6.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.23K- 6.44% |
$70.2K - $76.5K
|
32.4K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 3.85% |
$41.7K - $45.5K
|
33K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
841+ 19.86% |
$0 - $27.8K
|
5.08K
$175K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$28.2 - $31
|
1
$34.5
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-158K- 99.16% |
$4.44M - $4.88M
|
1.34K
$46K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.8KNew |
$969K - $1.03M
|
33.8K
$1.16M
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.65K+ 4.62% |
$104K - $109K
|
82.7K
$2.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
545+ 7.22% |
$15.6K - $16.3K
|
8.1K
$279K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.03KNew |
$28K - $30.4K
|
1.03K
$35.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.8KNew |
$130K - $141K
|
4.8K
$165K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$5.58K - $6.31K
|
200
$6.89K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.42KClosed |
N/A
|
0
$0
|
|