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 |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
94.6K+ 136.81% |
$3.18M - $3.37M
|
164K
$5.59M
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
467K+ 14.12% |
$15.2M - $16.8M
|
3.78M
$129M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
255K+ 134.17% |
$8.29M - $9.18M
|
445K
$15.2M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
80.7KNew |
$2.62M - $2.9M
|
80.7K
$2.76M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.9K+ 48.23% |
$2.5M - $2.76M
|
236K
$8.06M
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
70.9K+ 19.26% |
$2.3M - $2.55M
|
439K
$15M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.7K+ 96.87% |
$1.62M - $1.79M
|
101K
$3.45M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
41.4K+ 6.0% |
$1.35M - $1.49M
|
732K
$25M
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
40K+ 14.71% |
$1.3M - $1.44M
|
312K
$10.7M
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
33.8K+ 6.96% |
$1.1M - $1.22M
|
520K
$17.7M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
33.3K+ 2.57% |
$1.08M - $1.2M
|
1.33M
$45.3M
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
21.3K+ 4.85% |
$692K - $766K
|
460K
$15.7M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 102.0% |
$652K - $721K
|
39.7K
$1.36M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
14.2K+ 8.84% |
$460K - $509K
|
174K
$5.95M
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
12.1K+ 8.7% |
$393K - $435K
|
151K
$5.16M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10K+ 1273.7% |
$326K - $360K
|
10.8K
$369K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.96K+ 19.01% |
$324K - $358K
|
62.4K
$2.13M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.62KNew |
$280K - $310K
|
8.62K
$294K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.59KNew |
$279K - $309K
|
8.59K
$293K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.74KNew |
$219K - $242K
|
6.74K
$230K
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.55KNew |
$213K - $235K
|
6.55K
$223K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.63K+ 22.39% |
$118K - $130K
|
19.8K
$677K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
1.4K+ 11.48% |
$45.3K - $50.2K
|
13.5K
$462K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16KNew |
$37.6K - $41.6K
|
1.16K
$39.5K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.41% |
$32.5 - $36
|
244
$8.33K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
179K+ 5279.17% |
$5.18M - $6.1M
|
182K
$6.21M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.5K+ 20.44% |
$130K - $154K
|
26.5K
$905K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.2KNew |
$1.13M - $1.24M
|
37.2K
$1.27M
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51New |
$1.55K - $1.7K
|
51
$1.74K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
50.4KNew |
$1.51M - $1.62M
|
50.4K
$1.72M
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
182+ 80.53% |
$5.44K - $5.84K
|
408
$13.9K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.21KNew |
$215K - $242K
|
7.21K
$246K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
114+ 0.91% |
$3.4K - $3.82K
|
12.6K
$430K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.44KNew |
$44K - $47.1K
|
1.44K
$49K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.2KNew |
$36.9K - $39.5K
|
1.2K
$41.1K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$5.75K - $6.59K
|
200
$6.83K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
996New |
$28.1K - $33.2K
|
996
$34K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.85KNew |
$210K - $242K
|
9.85K
$336K
|
|
Q2 2020 | |||||||
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14.3KNew |
$246K - $338K
|
14.3K
$486K
|