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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
41.7K+ 59.41% |
$1.42M - $1.6M
|
112K
$4.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
584+ 2.91% |
$19.9K - $22.5K
|
20.6K
$753K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.59K- 86.58% |
$123K - $138K
|
557
$20.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8KNew |
$952K - $1.05M
|
25.8K
$941K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
481New |
$17.7K - $19.7K
|
481
$17.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.5KNew |
$1.12M - $1.25M
|
30.5K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
82+ 2.52% |
$3.02K - $3.35K
|
3.33K
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-12.1K- 53.5% |
$445K - $494K
|
10.5K
$383K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13.7K+ 1.83% |
$504K - $558K
|
760K
$27.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.3K+ 6.13% |
$452K - $501K
|
212K
$7.74M
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.09% |
$34 - $37.9
|
1.16K
$42.2K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
200+ 3.19% |
$6.8K - $7.59K
|
6.46K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.4K- 17.21% |
$81.4K - $90.9K
|
11.5K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6New |
$204 - $228
|
6
$219
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
301New |
$10.2K - $11.4K
|
301
$11K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.82KNew |
$164K - $183K
|
4.82K
$176K
|
|
|
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
$52.7M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.41% |
$33.6 - $35.7
|
245
$8.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150New |
$5.04K - $5.35K
|
150
$5.47K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-6.12K- 90.73% |
$205K - $218K
|
625
$22.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.13K- 2.73% |
$139K - $147K
|
147K
$5.36M
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
233+ 159.59% |
$7.57K - $8.38K
|
379
$13.8K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.62KNew |
$280K - $310K
|
8.62K
$314K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-30.2K- 89.99% |
$874K - $1.03M
|
3.36K
$122K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.2KNew |
$1.13M - $1.24M
|
37.2K
$1.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-345K- 60.39% |
$10.5M - $11.5M
|
226K
$8.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-121K- 71.1% |
$3.67M - $4.02M
|
49.2K
$1.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.03K- 68.8% |
$61.6K - $67.6K
|
921
$33.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51New |
$1.55K - $1.7K
|
51
$1.86K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
350New |
$10.5K - $11.2K
|
350
$12.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
50.4KNew |
$1.51M - $1.62M
|
50.4K
$1.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-57- 0.38% |
$1.7K - $1.83K
|
15K
$546K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
182+ 80.53% |
$5.44K - $5.84K
|
408
$14.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-361- 4.67% |
$10.8K - $11.6K
|
7.36K
$268K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.21KNew |
$215K - $242K
|
7.21K
$263K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
114+ 0.91% |
$3.4K - $3.82K
|
12.6K
$460K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-7.81K- 18.5% |
$227K - $256K
|
34.4K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.56K- 8.42% |
$45.2K - $51K
|
16.9K
$617K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-5.63K- 43.48% |
$163K - $185K
|
7.32K
$267K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.2KNew |
$34.9K - $39.5K
|
1.2K
$43.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-168- 2.25% |
$4.75K - $5.54K
|
7.3K
$266K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$5.65K - $6.59K
|
200
$7.29K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-113- 8.96% |
$3.19K - $3.76K
|
1.15K
$41.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
996New |
$28.1K - $33.2K
|
996
$36.3K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$320K - $362K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-15.6KClosed |
$486K - $523K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.41KClosed |
$109K - $115K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.55KClosed |
$236K - $282K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.72KClosed |
$180K - $217K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.85KNew |
$210K - $242K
|
9.85K
$359K
|
|