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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8KNew |
$952K - $1.05M
|
25.8K
$941K
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
481New |
$17.7K - $19.7K
|
481
$17.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
82+ 2.52% |
$3.02K - $3.35K
|
3.33K
$122K
|
|
| Q3 2024 | |||||||
|
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
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.82KNew |
$164K - $183K
|
4.82K
$176K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
301New |
$10.2K - $11.4K
|
301
$11K
|
|
|
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 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6New |
$204 - $228
|
6
$219
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.09% |
$34 - $37.9
|
1.16K
$42.2K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
150New |
$5.04K - $5.35K
|
150
$5.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.41% |
$33.6 - $35.7
|
245
$8.93K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.62KNew |
$280K - $310K
|
8.62K
$314K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
233+ 159.59% |
$7.57K - $8.38K
|
379
$13.8K
|
|
| 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 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51New |
$1.55K - $1.7K
|
51
$1.86K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
50.4KNew |
$1.51M - $1.62M
|
50.4K
$1.84M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
350New |
$10.5K - $11.2K
|
350
$12.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
182+ 80.53% |
$5.44K - $5.84K
|
408
$14.9K
|
|
| 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 | |||||||
|
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
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200New |
$5.65K - $6.59K
|
200
$7.29K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
996New |
$28.1K - $33.2K
|
996
$36.3K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.85KNew |
$210K - $242K
|
9.85K
$359K
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14.3KNew |
$246K - $338K
|
14.3K
$520K
|
|