Institutional shares held 17.7 Million
0 calls
0 puts
Total value of holdings $603M
$0 calls
$0 puts
# of Institutions 55


Latest Institutional Activity in OSCV

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 804K ($27.7M)
Q1 2025
Park Place Capital Corp Shares Held: 435K ($15M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 110K ($3.81M)
Q1 2025
Mbe Wealth Management, LLC Shares Held: 159K ($5.49M)
Q1 2025
Advisor Resource Council Shares Held: 48.1K ($1.66M)

Top Sells

Q1 2025
Central Trust CO Shares Held: 112K ($3.85M)
Q1 2025
True Wealth Advisors, LLC Shares Held: 49.9K ($1.72M)
Q1 2025
Parallel Advisors, LLC Shares Held: 557 ($19.2K)
Q4 2024
Guardian Wealth Advisors, LLC Shares Held: 1.38M ($47.7M)
Q4 2024
Atomi Financial Group, Inc. Shares Held: 10.5K ($362K)

About OSCV

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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