Purchases and Sales Made in Q4 2024 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.53MNew |
$56.3M - $62.4M
|
1.53M
$57.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
110KNew |
$4.06M - $4.5M
|
110K
$4.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
92.7K+ 47.4% |
$3.42M - $3.79M
|
288K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
86.7K+ 31.78% |
$3.2M - $3.54M
|
359K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.1K+ 79.5% |
$1.15M - $1.27M
|
70.1K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
23.8K+ 121.05% |
$876K - $971K
|
43.4K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13.7K+ 1.83% |
$504K - $558K
|
760K
$28.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.3K+ 6.13% |
$452K - $501K
|
212K
$8.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
10.8K+ 19.42% |
$397K - $440K
|
66.2K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.2K+ 8.74% |
$375K - $416K
|
126K
$4.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.5K+ 19.8% |
$350K - $388K
|
57.5K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.13K+ 11.42% |
$337K - $373K
|
89.1K
$3.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.16KNew |
$301K - $334K
|
8.16K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.63KNew |
$245K - $271K
|
6.63K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.46K+ 4.14% |
$53.9K - $59.7K
|
36.8K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
82+ 2.52% |
$3.02K - $3.35K
|
3.33K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
52+ 0.19% |
$1.92K - $2.13K
|
27.6K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-208- 0.86% |
$7.67K - $8.5K
|
23.9K
$904K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-12.1K- 53.5% |
$445K - $494K
|
10.5K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 18.03% |
$460K - $510K
|
56.7K
$2.14M
|