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 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
61.1KNew |
$1.92M - $2.22M
|
61.1K
$2.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40.9K+ 36.6% |
$1.28M - $1.48M
|
153K
$5.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
35.9K+ 9.08% |
$1.13M - $1.3M
|
431K
$15.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.36K+ 7.57% |
$262K - $303K
|
119K
$4.33M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
429K+ 43.34% |
$14.7M - $16.5M
|
1.42M
$51.7M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
356K+ 7.89% |
$12.2M - $13.7M
|
4.87M
$177M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
211K+ 35.61% |
$7.21M - $8.11M
|
804K
$29.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
147K+ 51.13% |
$5.03M - $5.66M
|
435K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
117K+ 1143.81% |
$4M - $4.5M
|
127K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
107K+ 7.04% |
$3.67M - $4.13M
|
1.63M
$59.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
102K+ 177.06% |
$3.48M - $3.91M
|
159K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
98.1K+ 6.91% |
$3.35M - $3.77M
|
1.52M
$55.3M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
75.4KNew |
$2.57M - $2.9M
|
75.4K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
75.2K+ 83.26% |
$2.57M - $2.89M
|
166K
$6.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
48.1KNew |
$1.64M - $1.85M
|
48.1K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43.8K+ 3.17% |
$1.5M - $1.68M
|
1.43M
$52M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
42.2K+ 11.82% |
$1.44M - $1.62M
|
399K
$14.6M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
31.8K+ 28.91% |
$1.09M - $1.22M
|
142K
$5.17M
|
|
|
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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29.3KNew |
$1M - $1.13M
|
29.3K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
27.7K+ 32.69% |
$947K - $1.07M
|
112K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
25K+ 5.02% |
$855K - $963K
|
524K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
16.4K+ 37.86% |
$561K - $631K
|
59.8K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 9.13% |
$550K - $619K
|
192K
$7.01M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
15.5K+ 2.0% |
$529K - $595K
|
789K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$485K - $546K
|
14.2K
$518K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
13K+ 2.35% |
$445K - $501K
|
567K
$20.7M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12.9K+ 158.41% |
$442K - $497K
|
21.1K
$769K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
10K+ 15.14% |
$342K - $385K
|
76.2K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.33KNew |
$319K - $359K
|
9.33K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.75KNew |
$265K - $298K
|
7.75K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.54K+ 4.54% |
$223K - $251K
|
151K
$5.49M
|
|
|
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 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.44K+ 1.97% |
$49.3K - $55.5K
|
74.6K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.01K+ 5.06% |
$34.6K - $38.9K
|
21K
$765K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1K+ 15.08% |
$34.2K - $38.5K
|
7.63K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
875+ 87500.0% |
$29.9K - $33.6K
|
876
$31.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
748New |
$25.6K - $28.8K
|
748
$27.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
584+ 2.91% |
$19.9K - $22.5K
|
20.6K
$753K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
530+ 662.5% |
$18.1K - $20.4K
|
610
$22.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447New |
$15.3K - $17.2K
|
447
$16.3K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
350New |
$12K - $13.5K
|
350
$12.8K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
324New |
$11.1K - $12.5K
|
324
$11.8K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
259+ 0.94% |
$8.85K - $9.96K
|
27.8K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
139+ 0.81% |
$4.75K - $5.34K
|
17.3K
$631K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
128+ 0.54% |
$4.37K - $4.92K
|
24K
$876K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
34+ 147.83% |
$1.16K - $1.31K
|
57
$2.08K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
26New |
$888 - $1K
|
26
$948
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.5KNew |
$1.12M - $1.25M
|
30.5K
$1.11M
|
|