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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
25.6K+ 16.97% |
$943K - $1.04M
|
176K
$6.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
20.1KNew |
$740K - $820K
|
20.1K
$728K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.86KNew |
$179K - $199K
|
4.86K
$176K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-32.3K- 2.29% |
$1.19M - $1.32M
|
1.38M
$50.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
114K+ 12.97% |
$4.19M - $4.64M
|
990K
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-54- 70.13% |
$1.99K - $2.21K
|
23
$834
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8KNew |
$952K - $1.05M
|
25.8K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-123- 0.71% |
$4.54K - $5.03K
|
17.2K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.16K- 99.91% |
$42.6K - $47.3K
|
1
$36.3
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
188K+ 4.35% |
$6.94M - $7.69M
|
4.51M
$164M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
8.17K+ 1.67% |
$301K - $334K
|
499K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
17.4K+ 3.25% |
$642K - $711K
|
554K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.3K+ 3.26% |
$416K - $461K
|
357K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
43.6K+ 93.05% |
$1.61M - $1.78M
|
90.4K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
287K+ 58.81% |
$10.6M - $11.7M
|
774K
$28.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
207K+ 53.86% |
$7.65M - $8.48M
|
593K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$36.9 - $40.9
|
1
$36.3
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-772- 28.01% |
$28.5K - $31.6K
|
1.98K
$72K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.5KNew |
$1.12M - $1.25M
|
30.5K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
481New |
$17.7K - $19.7K
|
481
$17.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7K+ 14.05% |
$654K - $725K
|
144K
$5.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
36.8K+ 76.77% |
$1.36M - $1.5M
|
84.8K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20KNew |
$737K - $817K
|
20K
$725K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.42MNew |
$52.4M - $58M
|
1.42M
$51.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
80New |
$2.95K - $3.27K
|
80
$2.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
766+ 22.63% |
$28.3K - $31.3K
|
4.15K
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
73.1KNew |
$2.7M - $2.99M
|
73.1K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
110KNew |
$4.06M - $4.5M
|
110K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
52+ 0.19% |
$1.92K - $2.13K
|
27.6K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.53MNew |
$56.3M - $62.4M
|
1.53M
$55.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.63KNew |
$245K - $271K
|
6.63K
$240K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
23.8K+ 121.05% |
$876K - $971K
|
43.4K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
82+ 2.52% |
$3.02K - $3.35K
|
3.33K
$121K
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.16KNew |
$301K - $334K
|
8.16K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-208- 0.86% |
$7.67K - $8.5K
|
23.9K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
10.8K+ 19.42% |
$397K - $440K
|
66.2K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.46K+ 4.14% |
$53.9K - $59.7K
|
36.8K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.13K+ 11.42% |
$337K - $373K
|
89.1K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.2K+ 8.74% |
$375K - $416K
|
126K
$4.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.5K+ 19.8% |
$350K - $388K
|
57.5K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
86.7K+ 31.78% |
$3.2M - $3.54M
|
359K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
92.7K+ 47.4% |
$3.42M - $3.79M
|
288K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-12.1K- 53.5% |
$445K - $494K
|
10.5K
$381K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 18.03% |
$460K - $510K
|
56.7K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.1K+ 79.5% |
$1.15M - $1.27M
|
70.1K
$2.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13.7K+ 1.83% |
$504K - $558K
|
760K
$27.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.3K+ 6.13% |
$452K - $501K
|
212K
$7.7M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.4K- 17.21% |
$81.4K - $90.9K
|
11.5K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
200+ 3.19% |
$6.8K - $7.59K
|
6.46K
$234K
|
|