Purchases and Sales Made in Q1 2024 in Alps ETF Tr Oshares U S Small (OUSM)
This table provides information about the institutional ownership of Alps ETF Tr Oshares U S Small (OUSM) during Q1 2024. The information is specifically focused on institutions that hold shares of ALPS ETF TR OSHARES U S SMALL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
292K+ 95.95% |
$11.2M - $12.4M
|
597K
$26.3M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
206K+ 59.16% |
$7.88M - $8.76M
|
554K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
194K+ 19.8% |
$7.42M - $8.26M
|
1.17M
$51.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
160K+ 51.18% |
$6.11M - $6.79M
|
471K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
104K+ 24.2% |
$4M - $4.45M
|
536K
$23.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.7K+ 99.5% |
$2.9M - $3.22M
|
152K
$6.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.9K+ 6.42% |
$1.8M - $2M
|
779K
$34.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.9K+ 6.42% |
$1.8M - $2M
|
779K
$34.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
30.3KNew |
$1.16M - $1.29M
|
30.3K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 8.02% |
$1.11M - $1.24M
|
392K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 49.98% |
$951K - $1.06M
|
74.5K
$3.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
23.6K+ 63.27% |
$902K - $1M
|
60.8K
$2.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 7.67% |
$702K - $781K
|
257K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 24.31% |
$679K - $755K
|
90.7K
$4M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.8K+ 46.19% |
$605K - $673K
|
50K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.5K+ 9.23% |
$594K - $660K
|
184K
$8.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9KNew |
$493K - $548K
|
12.9K
$568K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9K+ 109.55% |
$416K - $463K
|
20.8K
$918K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.2K+ 30.76% |
$392K - $436K
|
43.5K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.87KNew |
$378K - $420K
|
9.87K
$436K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.7K+ 24.91% |
$371K - $413K
|
48.6K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.48KNew |
$363K - $404K
|
9.48K
$419K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.32K+ 74.6% |
$357K - $397K
|
21.8K
$963K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.3KNew |
$318K - $353K
|
8.3K
$366K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
7KNew |
$268K - $298K
|
7K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.06K+ 7.75% |
$232K - $258K
|
84.3K
$3.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
6.01KNew |
$230K - $256K
|
6.01K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.99KNew |
$229K - $255K
|
5.99K
$264K
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
5.65K+ 3.91% |
$216K - $240K
|
150K
$6.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
5.34KNew |
$204K - $227K
|
5.34K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.25KNew |
$201K - $223K
|
5.25K
$232K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5.05KNew |
$193K - $215K
|
5.05K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
4.9KNew |
$188K - $209K
|
4.9K
$216K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.46K+ 33.35% |
$171K - $190K
|
17.8K
$787K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.83K+ 2.93% |
$146K - $163K
|
134K
$5.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.75KNew |
$144K - $160K
|
3.75K
$166K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.7K+ 17.33% |
$142K - $158K
|
25.1K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.17K+ 109.31% |
$121K - $135K
|
6.07K
$268K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
2.58K+ 0.79% |
$98.6K - $110K
|
330K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.36K+ 54.28% |
$90.5K - $101K
|
6.72K
$297K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.29K+ 9.7% |
$87.7K - $97.5K
|
25.9K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.07KNew |
$79.1K - $88K
|
2.07K
$91.3K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.96K+ 34.35% |
$75.1K - $83.5K
|
7.67K
$339K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.45K+ 2.35% |
$55.5K - $61.7K
|
63.2K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
948+ 206.54% |
$36.3K - $40.4K
|
1.41K
$62.1K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
784+ 41.75% |
$30K - $33.4K
|
2.66K
$118K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
691+ 141.6% |
$26.5K - $29.4K
|
1.18K
$52.1K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
592+ 4.39% |
$22.7K - $25.2K
|
14.1K
$621K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
396+ 2.05% |
$15.2K - $16.9K
|
19.7K
$868K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
314+ 0.89% |
$12K - $13.4K
|
35.5K
$1.57M
|