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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-8.22K- 68.16% |
$822K - $825K
|
3.84K
$385K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-430- 1.2% |
$43K - $43.2K
|
35.5K
$3.56M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.27K+ 2.6% |
$928K - $931K
|
365K
$36.6M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.6K+ 18087.14% |
$5.07M - $5.09M
|
50.9K
$5.1M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.61K+ 52.72% |
$361K - $362K
|
10.5K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
328+ 86.32% |
$32.8K - $32.9K
|
708
$71K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.7K- 57.01% |
$2.07M - $2.08M
|
15.6K
$1.56M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.44KNew |
$944K - $947K
|
9.44K
$946K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-876- 77.25% |
$87.7K - $88K
|
258
$25.9K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.62KNew |
$262K - $263K
|
2.62K
$262K
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-102K- 71.16% |
$10.2M - $10.2M
|
41.2K
$4.13M
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.9KNew |
$1.29M - $1.3M
|
12.9K
$1.3M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.9K- 56.94% |
$891K - $894K
|
6.73K
$675K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41- 13.71% |
$4.1K - $4.12K
|
258
$25.9K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.13K+ 438.19% |
$214K - $214K
|
2.62K
$263K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-971- 0.93% |
$97.2K - $97.5K
|
103K
$10.3M
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.61K- 24.45% |
$161K - $162K
|
4.98K
$499K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.4K- 11.68% |
$2.24M - $2.25M
|
169K
$17M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
155+ 2.96% |
$15.5K - $15.6K
|
5.4K
$541K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.84K+ 26.07% |
$384K - $385K
|
18.6K
$1.86M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
501+ 131.15% |
$50.1K - $50.4K
|
883
$88.5K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
47New |
$4.7K - $4.72K
|
47
$4.71K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.37KNew |
$337K - $339K
|
3.37K
$338K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.08K+ 252.01% |
$508K - $510K
|
7.09K
$711K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.2KNew |
$220K - $221K
|
2.2K
$221K
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.54KNew |
$754K - $758K
|
7.54K
$756K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.31KNew |
$531K - $533K
|
5.31K
$532K
|
|
Q3 2024 | |||||||
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$100 - $101
|
1
$100
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.8K+ 809.69% |
$5.38M - $5.41M
|
60.4K
$6.06M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.65KNew |
$365K - $367K
|
3.65K
$366K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.4KNew |
$3.44M - $3.46M
|
34.4K
$3.45M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79New |
$7.91K - $7.95K
|
79
$7.92K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-970- 2.04% |
$97.1K - $97.6K
|
46.6K
$4.68M
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.58K- 16.5% |
$458K - $461K
|
23.2K
$2.32M
|
|
Q1 2024 | |||||||
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 | |||||||
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 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.17K- 47.84% |
$517K - $520K
|
5.64K
$565K
|
|
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 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
|