Latest Institutional Purchases of ETF Ser Solutions Clearshares (OPER)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Clearshares (OPER) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
50.6K+ 18087.14% |
$5.07M - $5.09M
|
50.9K
$5.11M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.27K+ 2.6% |
$928K - $931K
|
365K
$36.6M
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.46K+ 7.85% |
$146K - $146K
|
20K
$2.01M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.27K+ 1.23% |
$127K - $127K
|
104K
$10.5M
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
399+ 3.82% |
$39.9K - $40.1K
|
10.9K
$1.09M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
12.9KNew |
$1.29M - $1.3M
|
12.9K
$1.3M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.44KNew |
$944K - $947K
|
9.44K
$946K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.62KNew |
$262K - $263K
|
2.62K
$262K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.13K+ 438.19% |
$214K - $214K
|
2.62K
$263K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
328+ 86.32% |
$32.8K - $32.9K
|
708
$71K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
155+ 2.96% |
$15.5K - $15.6K
|
5.4K
$541K
|
|
Q4 2024 | |||||||
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
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.08K+ 252.01% |
$508K - $510K
|
7.09K
$711K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.37KNew |
$337K - $339K
|
3.37K
$338K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.2KNew |
$220K - $221K
|
2.2K
$221K
|
|
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
|
|
Q3 2024 | |||||||
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 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
34.4KNew |
$3.44M - $3.46M
|
34.4K
$3.45M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.65KNew |
$365K - $367K
|
3.65K
$366K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79New |
$7.91K - $7.95K
|
79
$7.92K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.41KNew |
$241K - $242K
|
2.41K
$241K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.32KNew |
$332K - $334K
|
3.32K
$333K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.85K+ 47.75% |
$185K - $186K
|
5.73K
$575K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3+ 0.1% |
$300 - $302
|
3.05K
$305K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
5K+ 20.0% |
$501K - $503K
|
30K
$3.01M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.81KNew |
$381K - $383K
|
3.81K
$382K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.01KNew |
$301K - $302K
|
3.01K
$302K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
700New |
$70K - $70.3K
|
700
$70.2K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
302+ 6.72% |
$30.2K - $30.3K
|
4.79K
$481K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
81New |
$8.11K - $8.14K
|
81
$8.12K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
53+ 0.76% |
$5.3K - $5.32K
|
7.02K
$703K
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.3KNew |
$230K - $231K
|
2.3K
$230K
|
|
Q3 2021 | |||||||
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$1.07M - $1.07M
|
10.7K
$1.07M
|
|
Q1 2020 | |||||||
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
199New |
$19.9K - $19.9K
|
199
$20K
|