Purchases and Sales Made in Q3 2021 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
192K+ 101.0% |
$5.98M - $6.43M
|
381K
$15.5M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
81.9K+ 3.83% |
$2.56M - $2.75M
|
2.22M
$90M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.2K+ 6108.87% |
$1.79M - $1.92M
|
58.1K
$2.36M
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
38.5K+ 6.16% |
$1.2M - $1.29M
|
663K
$26.9M
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.2K+ 75.32% |
$473K - $509K
|
35.3K
$1.43M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.45K+ 105.49% |
$264K - $284K
|
16.5K
$668K
|
|
Nov 15, 2021
Q3 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.27K+ 17.47% |
$164K - $177K
|
35.4K
$1.44M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.7K+ 2431.58% |
$115K - $124K
|
3.85K
$156K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.84K+ 42.6% |
$88.6K - $95.3K
|
9.5K
$385K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$31.2 - $33.6
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-340Closed |
$10.6K - $11.4K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-12.3K- 15.67% |
$385K - $414K
|
66.3K
$2.69M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9KClosed |
$401K - $432K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.8KClosed |
$432K - $464K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-15.6KClosed |
$486K - $523K
|
0
$0
|