Latest Institutional Transactions on Opus Small Cap Value ETF (OSCV)
This table provides information on the latest institutional transactions involving Opus Small Cap Value ETF (OSCV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55.9K+ 9.86% |
$1.75M - $2.03M
|
623K
$23.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.11% |
$31.3 - $36.3
|
877
$33.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
372+ 652.63% |
$11.7K - $13.5K
|
429
$16.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
57.1K+ 4.0% |
$1.79M - $2.07M
|
1.48M
$56.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
200+ 2.62% |
$6.27K - $7.26K
|
7.83K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-2.08K- 1.64% |
$65.2K - $75.6K
|
125K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
551K+ 38.82% |
$17.3M - $20M
|
1.97M
$74.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-10K- 32.68% |
$313K - $363K
|
20.6K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.48KNew |
$234K - $271K
|
7.48K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.1K- 51.38% |
$472K - $547K
|
14.3K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6KNew |
$678K - $785K
|
21.6K
$822K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
69.8K+ 4.27% |
$2.19M - $2.53M
|
1.7M
$64.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.97K+ 14.16% |
$93.1K - $108K
|
24K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-183- 52.29% |
$5.74K - $6.64K
|
167
$6.34K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
58.8K+ 14.74% |
$1.84M - $2.13M
|
458K
$17.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
134+ 4.02% |
$4.2K - $4.86K
|
3.47K
$132K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.73K+ 35.25% |
$85.6K - $99.1K
|
10.5K
$398K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.4K+ 9.56% |
$451K - $522K
|
165K
$6.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.31K- 2.18% |
$40.9K - $47.4K
|
58.5K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
697New |
$21.8K - $25.3K
|
697
$26.5K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
21K+ 10.94% |
$660K - $764K
|
213K
$8.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-39.1K- 81.39% |
$1.23M - $1.42M
|
8.95K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
14KNew |
$439K - $509K
|
14K
$532K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
381K+ 7.84% |
$12M - $13.8M
|
5.25M
$199M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-6.46K- 5.75% |
$203K - $235K
|
106K
$4.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
37.3K+ 4.73% |
$1.17M - $1.36M
|
827K
$31.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$470 - $544
|
15
$570
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.75K- 5.15% |
$180K - $209K
|
106K
$4.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.78K+ 36.89% |
$244K - $282K
|
28.9K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.31% |
$251 - $290
|
618
$23.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 3.9% |
$34K - $39.4K
|
28.9K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.1K+ 11.71% |
$2.95M - $3.42M
|
898K
$34.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.06K- 5.14% |
$33.3K - $38.5K
|
19.6K
$744K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
31.8K+ 41.7% |
$995K - $1.15M
|
108K
$4.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
3.41K+ 4.57% |
$107K - $124K
|
78K
$2.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-998- 1.32% |
$31.3K - $36.2K
|
74.4K
$2.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.59K+ 9.18% |
$49.8K - $57.7K
|
18.9K
$718K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.81KNew |
$182K - $211K
|
5.81K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.49K- 10.34% |
$77.9K - $90.2K
|
21.6K
$818K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.1KNew |
$788K - $912K
|
25.1K
$955K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
29.2KNew |
$916K - $1.06M
|
29.2K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
31.7K+ 7.29% |
$995K - $1.15M
|
467K
$17.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
52.5K+ 37.01% |
$1.65M - $1.91M
|
194K
$7.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.3K+ 0.81% |
$40.6K - $47K
|
161K
$6.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
104K+ 6.82% |
$3.25M - $3.76M
|
1.62M
$61.6M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
765+ 1.96% |
$24K - $27.8K
|
39.7K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
61.1KNew |
$1.92M - $2.22M
|
61.1K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
35.9K+ 9.08% |
$1.13M - $1.3M
|
431K
$16.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.36K+ 7.57% |
$262K - $303K
|
119K
$4.51M
|