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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
21.2K+ 4.53% |
$722K - $805K
|
491K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
53.5K+ 3.93% |
$1.82M - $2.03M
|
1.41M
$52.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
77New |
$2.62K - $2.92K
|
77
$2.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
17.3K+ 3.68% |
$587K - $655K
|
487K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
23.6K+ 7.32% |
$802K - $895K
|
346K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
263K+ 42.93% |
$8.94M - $9.98M
|
876K
$32.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.4KNew |
$387K - $432K
|
11.4K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.09% |
$34 - $37.9
|
1.16K
$43K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.4KNew |
$1.31M - $1.46M
|
38.4K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
200+ 3.19% |
$6.8K - $7.59K
|
6.46K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.4K- 17.21% |
$81.4K - $90.9K
|
11.5K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.39KNew |
$115K - $128K
|
3.39K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$34 - $37.9
|
2
$74.4
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.4K+ 11.02% |
$81.4K - $90.8K
|
24.1K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6New |
$204 - $228
|
6
$223
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
301New |
$10.2K - $11.4K
|
301
$11.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.1K+ 21.17% |
$750K - $837K
|
126K
$4.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
17.3KNew |
$588K - $656K
|
17.3K
$644K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.16K+ 72.57% |
$39.4K - $44K
|
2.76K
$103K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
1.74K+ 3.77% |
$59.1K - $66K
|
48K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.9K+ 12.2% |
$1.42M - $1.59M
|
385K
$14.3M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
570+ 0.11% |
$19.4K - $21.6K
|
536K
$19.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
295K+ 7.32% |
$10M - $11.2M
|
4.32M
$161M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 13.37% |
$110K - $123K
|
27.5K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
33.1KNew |
$1.13M - $1.26M
|
33.1K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.82KNew |
$164K - $183K
|
4.82K
$179K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23.6K+ 18.55% |
$801K - $894K
|
151K
$5.6M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
697+ 2.01% |
$23.7K - $26.4K
|
35.3K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.33K- 8.38% |
$215K - $240K
|
69.2K
$2.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
12.2K+ 28.1% |
$413K - $461K
|
55.4K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.9K+ 24.84% |
$541K - $603K
|
80K
$2.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.16K+ 1.89% |
$73.3K - $81.8K
|
116K
$4.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.07K+ 85.95% |
$308K - $344K
|
19.6K
$730K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.64K+ 13.32% |
$192K - $214K
|
48K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.4K+ 7.0% |
$3.21M - $3.58M
|
1.44M
$53.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 1.09% |
$1.19K - $1.33K
|
3.25K
$121K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39.1KNew |
$1.33M - $1.48M
|
39.1K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
273KNew |
$9.27M - $10.3M
|
273K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.22K+ 3.74% |
$245K - $274K
|
200K
$7.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
31.8K+ 19.45% |
$1.08M - $1.21M
|
196K
$7.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2K+ 9.72% |
$67.9K - $75.8K
|
22.6K
$840K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9.23K+ 1.25% |
$314K - $350K
|
746K
$27.8M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150New |
$5.04K - $5.35K
|
150
$5.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.41% |
$33.6 - $35.7
|
245
$9.11K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
672New |
$22.6K - $24K
|
672
$25K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-128K- 73.15% |
$4.28M - $4.55M
|
46.8K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.12K- 90.73% |
$205K - $218K
|
625
$23.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.13K- 2.73% |
$139K - $147K
|
147K
$5.47M
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.01K- 45.45% |
$293K - $324K
|
10.8K
$402K
|
|