Latest Institutional Purchases of Opus Small Cap Value ETF (OSCV)
This list provides information on the latest institutional transactions involving Opus Small Cap Value ETF (OSCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
551K+ 38.82% |
$17.3M - $20M
|
1.97M
$74.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
381K+ 7.84% |
$12M - $13.8M
|
5.25M
$199M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
104K+ 6.82% |
$3.25M - $3.76M
|
1.62M
$61.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.1K+ 11.71% |
$2.95M - $3.42M
|
898K
$34.1M
|
|
|
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
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
61.1KNew |
$1.92M - $2.22M
|
61.1K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
58.8K+ 14.74% |
$1.84M - $2.13M
|
458K
$17.4M
|
|
|
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 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55.9K+ 9.86% |
$1.75M - $2.03M
|
623K
$23.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sws Partners
|
BUY
|
- |
52.5K+ 37.01% |
$1.65M - $1.91M
|
194K
$7.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40.9K+ 36.6% |
$1.28M - $1.48M
|
153K
$5.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
37.3K+ 4.73% |
$1.17M - $1.36M
|
827K
$31.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
35.9K+ 9.08% |
$1.13M - $1.3M
|
431K
$16.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
31.8K+ 41.7% |
$995K - $1.15M
|
108K
$4.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
31.7K+ 7.29% |
$995K - $1.15M
|
467K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
29.2KNew |
$916K - $1.06M
|
29.2K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.1KNew |
$788K - $912K
|
25.1K
$955K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6KNew |
$678K - $785K
|
21.6K
$822K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
21K+ 10.94% |
$660K - $764K
|
213K
$8.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.4K+ 9.56% |
$451K - $522K
|
165K
$6.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
14KNew |
$439K - $509K
|
14K
$532K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.36K+ 7.57% |
$262K - $303K
|
119K
$4.51M
|
|
|
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 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.48KNew |
$234K - $271K
|
7.48K
$284K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.81KNew |
$182K - $211K
|
5.81K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
3.41K+ 4.57% |
$107K - $124K
|
78K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.97K+ 14.16% |
$93.1K - $108K
|
24K
$910K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.73K+ 35.25% |
$85.6K - $99.1K
|
10.5K
$398K
|
|
|
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 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.3K+ 0.81% |
$40.6K - $47K
|
161K
$6.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.09K+ 3.9% |
$34K - $39.4K
|
28.9K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
765+ 1.96% |
$24K - $27.8K
|
39.7K
$1.51M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
697New |
$21.8K - $25.3K
|
697
$26.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
372+ 652.63% |
$11.7K - $13.5K
|
429
$16.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
200+ 2.62% |
$6.27K - $7.26K
|
7.83K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
134+ 4.02% |
$4.2K - $4.86K
|
3.47K
$132K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$470 - $544
|
15
$570
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.31% |
$251 - $290
|
618
$23.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.11% |
$31.3 - $36.3
|
877
$33.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
75.2K+ 83.26% |
$2.57M - $2.89M
|
166K
$6.29M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
25K+ 5.02% |
$855K - $963K
|
524K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$485K - $546K
|
14.2K
$539K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.33KNew |
$319K - $359K
|
9.33K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
748New |
$25.6K - $28.8K
|
748
$28.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447New |
$15.3K - $17.2K
|
447
$17K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
324New |
$11.1K - $12.5K
|
324
$12.3K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
26New |
$888 - $1K
|
26
$987
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.5KNew |
$1.12M - $1.25M
|
30.5K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13.7K+ 1.83% |
$504K - $558K
|
760K
$28.8M
|
|