Latest Institutional Purchases of Opus Small Cap Value ETF (OSCV)
This list provides information on the latest institutional transactions involving Opus Small Cap Value ETF (OSCV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
237K+ 12.02% |
$8.52M - $9.17M
|
2.21M
$81.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
BUY
|
- |
220K+ 359.26% |
$7.9M - $8.51M
|
281K
$10.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
80.7K+ 4.98% |
$2.9M - $3.13M
|
1.7M
$62.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
56.8K+ 37.21% |
$2.04M - $2.2M
|
209K
$7.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
51.7K+ 11.99% |
$1.86M - $2M
|
483K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
51.6K+ 3.48% |
$1.86M - $2M
|
1.53M
$56.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.1K+ 5.69% |
$1.84M - $1.98M
|
949K
$34.9M
|
|
|
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
|
|
|
Oct 16, 2025
Q3 2025
|
Sws Partners
|
BUY
|
- |
34K+ 17.48% |
$1.22M - $1.32M
|
228K
$8.4M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
29.3K+ 13.75% |
$1.06M - $1.14M
|
243K
$8.93M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
26.6KNew |
$959K - $1.03M
|
26.6K
$980K
|
|
|
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 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
15.4K+ 14.26% |
$554K - $596K
|
123K
$4.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
12.9KNew |
$465K - $500K
|
12.9K
$475K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 7.6% |
$451K - $486K
|
178K
$6.53M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
12.5K+ 2.26% |
$450K - $485K
|
565K
$20.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6K+ 9.76% |
$417K - $449K
|
130K
$4.79M
|
|
|
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 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.72KNew |
$206K - $221K
|
5.72K
$210K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.32K+ 3.08% |
$192K - $206K
|
178K
$6.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.44K+ 7.59% |
$160K - $172K
|
62.9K
$2.32M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 13.57% |
$141K - $152K
|
32.9K
$1.21M
|
|
|
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 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
3.8K+ 0.46% |
$137K - $147K
|
830K
$30.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
1.84K+ 2.36% |
$66.1K - $71.1K
|
79.8K
$2.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.38K+ 248.47% |
$49.8K - $53.6K
|
1.94K
$71.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
1.18K+ 1.11% |
$42.4K - $45.6K
|
107K
$3.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.08K+ 4.5% |
$38.8K - $41.8K
|
25K
$921K
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.07K+ 2.68% |
$38.3K - $41.2K
|
40.8K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.02K+ 13.66% |
$36.7K - $39.5K
|
8.5K
$313K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
868+ 6.19% |
$31.2K - $33.6K
|
14.9K
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
545+ 27.93% |
$19.6K - $21.1K
|
2.5K
$91.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
248New |
$8.92K - $9.61K
|
248
$9.12K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
130New |
$4.68K - $5.03K
|
130
$4.78K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.32% |
$72 - $77.5
|
620
$22.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$36 - $38.7
|
2
$73.6
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.1KNew |
$788K - $912K
|
25.1K
$925K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6KNew |
$678K - $785K
|
21.6K
$796K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.81KNew |
$182K - $211K
|
5.81K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
200+ 2.62% |
$6.27K - $7.26K
|
7.83K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2KNew |
$485K - $546K
|
14.2K
$522K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
9.33KNew |
$319K - $359K
|
9.33K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
748New |
$25.6K - $28.8K
|
748
$27.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
447New |
$15.3K - $17.2K
|
447
$16.4K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
324New |
$11.1K - $12.5K
|
324
$11.9K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
26New |
$888 - $1K
|
26
$957
|
|