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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
12.5K+ 2.26% |
$450K - $485K
|
565K
$20.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.32K+ 3.08% |
$192K - $206K
|
178K
$6.56M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.6KNew |
$959K - $1.03M
|
26.6K
$980K
|
|
|
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
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.44K+ 7.59% |
$160K - $172K
|
62.9K
$2.32M
|
|
|
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
|
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 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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-23- 3.3% |
$828 - $891
|
674
$24.8K
|
|
|
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
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.9KNew |
$465K - $500K
|
12.9K
$475K
|
|
|
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 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 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25.1K+ 4.03% |
$903K - $972K
|
648K
$23.8M
|
|
|
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
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 13.57% |
$141K - $152K
|
32.9K
$1.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-16.3K- 15.42% |
$587K - $632K
|
89.5K
$3.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
15.4K+ 14.26% |
$554K - $596K
|
123K
$4.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
1.18K+ 1.11% |
$42.4K - $45.6K
|
107K
$3.94M
|
|
|
Nov 05, 2025
Q3 2025
|
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
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$8.92K - $9.61K
|
248
$9.12K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4.81K- 1.05% |
$173K - $186K
|
453K
$16.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
868+ 6.19% |
$31.2K - $33.6K
|
14.9K
$548K
|
|
|
Nov 04, 2025
Q3 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.91K+ 13.54% |
$141K - $151K
|
32.8K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.1K+ 5.69% |
$1.84M - $1.98M
|
949K
$34.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-841- 1.13% |
$30.3K - $32.6K
|
73.5K
$2.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
BUY
|
- |
220K+ 359.26% |
$7.9M - $8.51M
|
281K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-113- 0.52% |
$4.07K - $4.38K
|
21.4K
$789K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-22.9K- 14.26% |
$824K - $887K
|
138K
$5.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-4.4K- 22.45% |
$158K - $170K
|
15.2K
$559K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.72KNew |
$206K - $221K
|
5.72K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.22K+ 1.97% |
$332K - $357K
|
476K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.18KNew |
$222K - $239K
|
6.18K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-160- 4.61% |
$5.76K - $6.2K
|
3.31K
$122K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 9.76% |
$417K - $449K
|
130K
$4.79M
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.07K+ 2.68% |
$38.3K - $41.2K
|
40.8K
$1.5M
|
|