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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
81New |
$8.11K - $8.14K
|
81
$8.13K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.3KNew |
$230K - $231K
|
2.3K
$231K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5KClosed |
$500K - $501K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.74K- 99.77% |
$174K - $174K
|
4
$402
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-404- 8.3% |
$40.4K - $40.5K
|
4.46K
$448K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.45KClosed |
$446K - $446K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.28KClosed |
$229K - $229K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-8.49KClosed |
$850K - $850K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$1.07M - $1.07M
|
10.7K
$1.07M
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10KClosed |
$1M - $1M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-80Closed |
$8K - $8.01K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
199New |
$19.9K - $19.9K
|
199
$20K
|
|
|
Apr 16, 2020
Q1 2020
|
Rockland Trust CO
|
SELL
|
- |
-8.91KClosed |
$892K - $893K
|
0
$0
|
|