Purchases and Sales Made in Q1 2022 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q1 2022. The information is specifically focused on institutions that hold shares of OPUS SMALL CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
87.8K+ 50.81% |
$2.79M - $3.16M
|
261K
$10.6M
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
54.5K+ 13.62% |
$1.73M - $1.96M
|
455K
$18.5M
|
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
52.2K+ 225.25% |
$1.66M - $1.88M
|
75.4K
$3.06M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
41.7KNew |
$1.32M - $1.5M
|
41.7K
$1.69M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29.4K+ 4.22% |
$936K - $1.06M
|
727K
$29.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
25.9KNew |
$822K - $930K
|
25.9K
$1.05M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18.3KNew |
$583K - $659K
|
18.3K
$744K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$431K - $488K
|
13.6K
$550K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.9KNew |
$409K - $463K
|
12.9K
$522K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.4K+ 1.83% |
$363K - $411K
|
634K
$25.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.73KNew |
$309K - $350K
|
9.73K
$395K
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
9.15K+ 24.43% |
$291K - $329K
|
46.6K
$1.89M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.71K+ 21.1% |
$150K - $169K
|
27K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.27K+ 15.24% |
$40.2K - $45.5K
|
9.57K
$389K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.26K+ 7.84% |
$40.1K - $45.4K
|
17.4K
$705K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
41+ 0.29% |
$1.3K - $1.47K
|
14.1K
$574K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$31.8 - $36
|
1
$40.6
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-144Closed |
$4.58K - $5.18K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.52KClosed |
$48.3K - $54.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.21K- 15.1% |
$70.3K - $79.4K
|
12.4K
$504K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.62K- 0.42% |
$306K - $346K
|
2.29M
$92.9M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$320K - $362K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.2K- 33.04% |
$610K - $690K
|
38.9K
$1.58M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-26.1KClosed |
$829K - $938K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.4K- 87.88% |
$840K - $950K
|
3.65K
$148K
|