Latest Institutional Transactions on ETF Ser Solutions Clearshares (OPER)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Clearshares (OPER) 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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61K- 22.07% |
$6.11M - $6.14M
|
215K
$21.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.15K- 75.32% |
$615K - $618K
|
2.02K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.05K+ 5.85% |
$206K - $206K
|
37.2K
$3.72M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.71K+ 0.95% |
$371K - $373K
|
392K
$39.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-238- 4.05% |
$23.8K - $23.9K
|
5.64K
$565K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
172+ 1.33% |
$17.2K - $17.3K
|
13.1K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.4K+ 46.74% |
$840K - $845K
|
26.4K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.1K- 95.24% |
$4.21M - $4.23M
|
2.1K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
25.9K+ 24.75% |
$2.59M - $2.61M
|
131K
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-86.3K- 92.85% |
$8.63M - $8.68M
|
6.64K
$666K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-248- 21.62% |
$24.8K - $24.9K
|
899
$90.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.98K- 58.2% |
$698K - $702K
|
5.01K
$502K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
46+ 22.22% |
$4.6K - $4.63K
|
253
$25.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.58K- 16.5% |
$458K - $461K
|
23.2K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.35K- 14.56% |
$135K - $136K
|
7.94K
$796K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.42K+ 65.95% |
$142K - $143K
|
3.57K
$358K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.45K- 19.85% |
$145K - $146K
|
5.85K
$586K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.1K- 23.13% |
$210K - $211K
|
6.98K
$700K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.7K+ 8.42% |
$370K - $372K
|
47.6K
$4.77M
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.83K+ 114.57% |
$183K - $184K
|
3.43K
$344K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$100 - $101
|
2
$200
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11+ 3.68% |
$1.1K - $1.11K
|
310
$31.1K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.41KNew |
$241K - $242K
|
2.41K
$241K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-94.7K- 96.18% |
$9.47M - $9.52M
|
3.76K
$376K
|
|
| Q4 2023 | |||||||
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-113K- 99.45% |
$11.3M - $11.4M
|
623
$62.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.68KNew |
$868K - $873K
|
8.68K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$332K - $334K
|
3.32K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-46.2K- 89.13% |
$4.62M - $4.64M
|
5.63K
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-400- 15.09% |
$40K - $40.2K
|
2.25K
$225K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.68KNew |
$168K - $169K
|
1.68K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.17K- 47.84% |
$517K - $520K
|
5.64K
$565K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-83- 0.24% |
$8.3K - $8.35K
|
33.9K
$3.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.85K+ 47.75% |
$185K - $186K
|
5.73K
$575K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-212- 8.19% |
$21.2K - $21.3K
|
2.38K
$238K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
525+ 14.1% |
$52.6K - $52.9K
|
4.25K
$426K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3+ 0.1% |
$300 - $302
|
3.05K
$305K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.81KNew |
$381K - $383K
|
3.81K
$382K
|
|
|
May 11, 2023
Q1 2023
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
5K+ 20.0% |
$501K - $503K
|
30K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.31K- 27.37% |
$131K - $132K
|
3.48K
$349K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-179- 4.29% |
$17.9K - $18K
|
4K
$401K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.41K- 52.97% |
$241K - $242K
|
2.14K
$214K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.91K- 98.31% |
$292K - $293K
|
50
$5.01K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
53+ 0.76% |
$5.3K - $5.32K
|
7.02K
$703K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
302+ 6.72% |
$30.2K - $30.3K
|
4.79K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
700New |
$70K - $70.3K
|
700
$70.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.01KNew |
$301K - $302K
|
3.01K
$302K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
81New |
$8.11K - $8.14K
|
81
$8.12K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.3KNew |
$230K - $231K
|
2.3K
$230K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5KClosed |
$500K - $501K
|
0
$0
|
|