Purchases and Sales Made in Q3 2024 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q3 2024. 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 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
295K+ 7.32% |
$10M - $11.2M
|
4.32M
$175M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
273KNew |
$9.27M - $10.3M
|
273K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
263K+ 42.93% |
$8.94M - $9.98M
|
876K
$35.5M
|
|
|
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
$58.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
53.5K+ 3.93% |
$1.82M - $2.03M
|
1.41M
$57.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.9K+ 12.2% |
$1.42M - $1.59M
|
385K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39.1KNew |
$1.33M - $1.48M
|
39.1K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.4KNew |
$1.31M - $1.46M
|
38.4K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
33.1KNew |
$1.13M - $1.26M
|
33.1K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
31.8K+ 19.45% |
$1.08M - $1.21M
|
196K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
23.6K+ 7.32% |
$802K - $895K
|
346K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23.6K+ 18.55% |
$801K - $894K
|
151K
$6.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.1K+ 21.17% |
$750K - $837K
|
126K
$5.13M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
21.2K+ 4.53% |
$722K - $805K
|
491K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
17.3KNew |
$588K - $656K
|
17.3K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
17.3K+ 3.68% |
$587K - $655K
|
487K
$19.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.9K+ 24.84% |
$541K - $603K
|
80K
$3.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
12.2K+ 28.1% |
$413K - $461K
|
55.4K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.4KNew |
$387K - $432K
|
11.4K
$463K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9.23K+ 1.25% |
$314K - $350K
|
746K
$30.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.07K+ 85.95% |
$308K - $344K
|
19.6K
$796K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.22K+ 3.74% |
$245K - $274K
|
200K
$8.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.64K+ 13.32% |
$192K - $214K
|
48K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.82KNew |
$164K - $183K
|
4.82K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.39KNew |
$115K - $128K
|
3.39K
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 13.37% |
$110K - $123K
|
27.5K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.4K+ 11.02% |
$81.4K - $90.8K
|
24.1K
$979K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.16K+ 1.89% |
$73.3K - $81.8K
|
116K
$4.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2K+ 9.72% |
$67.9K - $75.8K
|
22.6K
$916K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
1.74K+ 3.77% |
$59.1K - $66K
|
48K
$1.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.16K+ 72.57% |
$39.4K - $44K
|
2.76K
$112K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
697+ 2.01% |
$23.7K - $26.4K
|
35.3K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
570+ 0.11% |
$19.4K - $21.6K
|
536K
$21.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
301New |
$10.2K - $11.4K
|
301
$12.2K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
200+ 3.19% |
$6.8K - $7.59K
|
6.46K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
77New |
$2.62K - $2.92K
|
77
$3.12K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 1.09% |
$1.19K - $1.33K
|
3.25K
$132K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
6New |
$204 - $228
|
6
$243
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.09% |
$34 - $37.9
|
1.16K
$47K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$34 - $37.9
|
2
$81.2
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.4K- 17.21% |
$81.4K - $90.9K
|
11.5K
$468K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.33K- 8.38% |
$215K - $240K
|
69.2K
$2.81M
|