Latest Institutional Transactions on Opus Small Cap Value ETF (OSCV)
This table provides information on the latest institutional transactions involving Opus Small Cap Value ETF (OSCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-10.5K- 3.74% |
$386K - $402K
|
270K
$9.94M
|
|
|
Jan 16, 2026
Q4 2025
|
Sws Partners
|
BUY
|
- |
9.04K+ 3.96% |
$332K - $346K
|
237K
$8.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19.1K+ 58.32% |
$702K - $731K
|
51.9K
$1.91M
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.49K+ 3.65% |
$54.6K - $57K
|
42.3K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1K+ 8.51% |
$407K - $424K
|
141K
$5.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
9.15K+ 11.47% |
$336K - $350K
|
89K
$3.27M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-133- 0.62% |
$4.88K - $5.09K
|
21.3K
$784K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.68% |
$36.7 - $38.3
|
147
$5.41K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.09K+ 2.91% |
$224K - $233K
|
216K
$7.93M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-104K- 16.02% |
$3.81M - $3.97M
|
544K
$20M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.95K+ 2.09% |
$365K - $381K
|
486K
$17.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
31KNew |
$1.14M - $1.19M
|
31K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.37K- 12.38% |
$197K - $206K
|
38K
$1.4M
|
|
| Q3 2025 | |||||||
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.6KNew |
$959K - $1.03M
|
26.6K
$980K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.32K+ 3.08% |
$192K - $206K
|
178K
$6.56M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
12.5K+ 2.26% |
$450K - $485K
|
565K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51.6K+ 3.48% |
$1.86M - $2M
|
1.53M
$56.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
237K+ 12.02% |
$8.52M - $9.17M
|
2.21M
$81.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-485- 3.17% |
$17.5K - $18.8K
|
14.8K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.19MNew |
$42.7M - $46M
|
1.19M
$43.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$36 - $38.7
|
2
$73.6
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-15Closed |
$540 - $581
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.23K- 15.67% |
$80.4K - $86.5K
|
12K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.16M- 68.14% |
$41.8M - $45M
|
543K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.44K+ 7.59% |
$160K - $172K
|
62.9K
$2.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.75K- 73.94% |
$279K - $300K
|
2.73K
$101K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-418- 47.66% |
$15K - $16.2K
|
459
$16.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-49- 11.42% |
$1.76K - $1.9K
|
380
$14K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23- 3.3% |
$828 - $891
|
674
$24.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.02K+ 13.66% |
$36.7K - $39.5K
|
8.5K
$313K
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.8K+ 0.46% |
$137K - $147K
|
830K
$30.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 4.5% |
$38.8K - $41.8K
|
25K
$921K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.9KNew |
$465K - $500K
|
12.9K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.32% |
$72 - $77.5
|
620
$22.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 7.6% |
$451K - $486K
|
178K
$6.53M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 13.75% |
$1.06M - $1.14M
|
243K
$8.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-107K- 2.04% |
$3.85M - $4.14M
|
5.14M
$189M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 248.47% |
$49.8K - $53.6K
|
1.94K
$71.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-736- 3.89% |
$26.5K - $28.5K
|
18.2K
$669K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
24.8KNew |
$891K - $959K
|
24.8K
$911K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
545+ 27.93% |
$19.6K - $21.1K
|
2.5K
$91.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-16.3K- 15.42% |
$587K - $632K
|
89.5K
$3.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 13.57% |
$141K - $152K
|
32.9K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.81K- 1.05% |
$173K - $186K
|
453K
$16.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$8.92K - $9.61K
|
248
$9.12K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39.9K+ 136.49% |
$1.43M - $1.54M
|
69.1K
$2.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
1.18K+ 1.11% |
$42.4K - $45.6K
|
107K
$3.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
15.4K+ 14.26% |
$554K - $596K
|
123K
$4.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.1K+ 5.69% |
$1.84M - $1.98M
|
949K
$34.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
868+ 6.19% |
$31.2K - $33.6K
|
14.9K
$548K
|
|