Purchases and Sales Made in Q3 2024 in Opus Small Cap Value ETF (OSCV)
This table provides information about the institutional ownership of Opus Small Cap Value ETF (OSCV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
273KNew |
$9.27M - $10.3M
|
273K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.4K+ 7.0% |
$3.21M - $3.58M
|
1.44M
$54.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39.1KNew |
$1.33M - $1.48M
|
39.1K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
33.1KNew |
$1.13M - $1.26M
|
33.1K
$1.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
31.8K+ 19.45% |
$1.08M - $1.21M
|
196K
$7.41M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
23.6K+ 18.55% |
$801K - $894K
|
151K
$5.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.9K+ 24.84% |
$541K - $603K
|
80K
$3.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
12.2K+ 28.1% |
$413K - $461K
|
55.4K
$2.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9.23K+ 1.25% |
$314K - $350K
|
746K
$28.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.07K+ 85.95% |
$308K - $344K
|
19.6K
$744K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.22K+ 3.74% |
$245K - $274K
|
200K
$7.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.64K+ 13.32% |
$192K - $214K
|
48K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.82KNew |
$164K - $183K
|
4.82K
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.16K+ 1.89% |
$73.3K - $81.8K
|
116K
$4.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2K+ 9.72% |
$67.9K - $75.8K
|
22.6K
$855K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
697+ 2.01% |
$23.7K - $26.4K
|
35.3K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 1.09% |
$1.19K - $1.33K
|
3.25K
$123K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.33K- 8.38% |
$215K - $240K
|
69.2K
$2.62M
|