Purchases and Sales Made in Q4 2021 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
623KNew |
$20.6M - $22.4M
|
623K
$24.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
125KNew |
$4.15M - $4.51M
|
125K
$5.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
81K+ 3.65% |
$2.68M - $2.91M
|
2.3M
$91.8M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
47.4K+ 37.84% |
$1.57M - $1.71M
|
173K
$6.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
33.8K+ 5.1% |
$1.12M - $1.22M
|
697K
$27.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.1KNew |
$996K - $1.08M
|
30.1K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
18.9K+ 4.95% |
$625K - $679K
|
400K
$16M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
14.1KNew |
$467K - $507K
|
14.1K
$563K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.3K+ 318.45% |
$406K - $441K
|
16.1K
$643K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.31KNew |
$275K - $299K
|
8.31K
$332K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.85K+ 35.54% |
$194K - $210K
|
22.3K
$891K
|
|
|
Feb 02, 2022
Q4 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.01K+ 5.67% |
$66.6K - $72.3K
|
37.4K
$1.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.52KNew |
$50.3K - $54.6K
|
1.52K
$60.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
563+ 5.93% |
$18.6K - $20.2K
|
10.1K
$402K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
340New |
$11.3K - $12.2K
|
340
$13.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
144New |
$4.77K - $5.18K
|
144
$5.75K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2New |
$66.2 - $71.9
|
2
$79.9
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-9.18K- 26.02% |
$304K - $330K
|
26.1K
$1.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-43.1K- 65.05% |
$1.43M - $1.55M
|
23.2K
$926K
|