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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-821- 1.64% |
$25.7K - $29.8K
|
49.1K
$1.79M
|
|
| Q1 2025 | |||||||
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
31.8K+ 28.91% |
$1.09M - $1.22M
|
142K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.3KNew |
$1M - $1.13M
|
29.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43.8K+ 3.17% |
$1.5M - $1.68M
|
1.43M
$52M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
75.2K+ 83.26% |
$2.57M - $2.89M
|
166K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
429K+ 43.34% |
$14.7M - $16.5M
|
1.42M
$51.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
30.6KNew |
$1.05M - $1.18M
|
30.6K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-4.26K- 87.65% |
$145K - $164K
|
600
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
25K+ 5.02% |
$855K - $963K
|
524K
$19.1M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
117K+ 1143.81% |
$4M - $4.5M
|
127K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
98.1K+ 6.91% |
$3.35M - $3.77M
|
1.52M
$55.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.01K+ 5.06% |
$34.6K - $38.9K
|
21K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$485K - $546K
|
14.2K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
34+ 147.83% |
$1.16K - $1.31K
|
57
$2.08K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
356K+ 7.89% |
$12.2M - $13.7M
|
4.87M
$177M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
107K+ 7.04% |
$3.67M - $4.13M
|
1.63M
$59.6M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.75KNew |
$265K - $298K
|
7.75K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
875+ 87500.0% |
$29.9K - $33.6K
|
876
$31.9K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
16.4K+ 37.86% |
$561K - $631K
|
59.8K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
75.4KNew |
$2.57M - $2.9M
|
75.4K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
42.2K+ 11.82% |
$1.44M - $1.62M
|
399K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350New |
$12K - $13.5K
|
350
$12.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-33- 1.66% |
$1.13K - $1.27K
|
1.95K
$71.1K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
27.7K+ 32.69% |
$947K - $1.07M
|
112K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
324New |
$11.1K - $12.5K
|
324
$11.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447New |
$15.3K - $17.2K
|
447
$16.3K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
139+ 0.81% |
$4.75K - $5.34K
|
17.3K
$631K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.54K+ 4.54% |
$223K - $251K
|
151K
$5.49M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13K+ 2.35% |
$445K - $501K
|
567K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.33KNew |
$319K - $359K
|
9.33K
$340K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
259+ 0.94% |
$8.85K - $9.96K
|
27.8K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
15.5K+ 2.0% |
$529K - $595K
|
789K
$28.8M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
26New |
$888 - $1K
|
26
$948
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12.9K+ 158.41% |
$442K - $497K
|
21.1K
$769K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
128+ 0.54% |
$4.37K - $4.92K
|
24K
$876K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1K+ 15.08% |
$34.2K - $38.5K
|
7.63K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
211K+ 35.61% |
$7.21M - $8.11M
|
804K
$29.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
110KNew |
$3.77M - $4.24M
|
110K
$4.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
147K+ 51.13% |
$5.03M - $5.66M
|
435K
$15.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
530+ 662.5% |
$18.1K - $20.4K
|
610
$22.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
10K+ 15.14% |
$342K - $385K
|
76.2K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
102K+ 177.06% |
$3.48M - $3.91M
|
159K
$5.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
48.1KNew |
$1.64M - $1.85M
|
48.1K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 9.13% |
$550K - $619K
|
192K
$7.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14.9K- 11.75% |
$508K - $572K
|
112K
$4.07M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.44K+ 1.97% |
$49.3K - $55.5K
|
74.6K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
748New |
$25.6K - $28.8K
|
748
$27.3K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.16K+ 5.88% |
$73.9K - $83.1K
|
38.9K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
35.9K+ 10.0% |
$1.23M - $1.38M
|
395K
$14.4M
|
|