Purchases and Sales Made in Q1 2025 in ETF Ser Solutions Clearshares (OPER)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OPER) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS CLEARSHARES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
3.84K+ 26.07% |
$384K - $385K
|
18.6K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.61K+ 52.72% |
$361K - $362K
|
10.5K
$1.05M
|
|
|
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 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
280New |
$28K - $28.1K
|
280
$28.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
155+ 2.96% |
$15.5K - $15.6K
|
5.4K
$541K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-41- 13.71% |
$4.1K - $4.12K
|
258
$25.9K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-733- 65.74% |
$73.4K - $73.6K
|
382
$38.3K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-876- 77.25% |
$87.7K - $88K
|
258
$25.9K
|
|
|
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 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.44K- 6.36% |
$244K - $245K
|
36K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.9K- 56.94% |
$891K - $894K
|
6.73K
$675K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20.3K- 5.41% |
$2.04M - $2.04M
|
356K
$35.7M
|
|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.4K- 11.68% |
$2.24M - $2.25M
|
169K
$17M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-32.8K- 73.15% |
$3.29M - $3.3M
|
12.1K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-102K- 71.16% |
$10.2M - $10.2M
|
41.2K
$4.13M
|