Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
42.6KNew |
$1.76M - $1.92M
|
42.6K
$1.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30.2K+ 16.63% |
$1.25M - $1.36M
|
212K
$8.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
5.55K+ 4.78% |
$229K - $250K
|
122K
$4.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.46K+ 27.95% |
$184K - $201K
|
20.4K
$814K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.11K+ 8.03% |
$87K - $94.9K
|
28.4K
$1.13M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.07K+ 0.31% |
$44.2K - $48.2K
|
352K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
965+ 10.09% |
$39.8K - $43.4K
|
10.5K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
71+ 0.73% |
$2.93K - $3.19K
|
9.84K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 0.07% |
$206 - $225
|
7.46K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-300- 18.6% |
$12.4K - $13.5K
|
1.31K
$52.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-468- 13.22% |
$19.3K - $21.1K
|
3.07K
$123K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-6.64K- 14.29% |
$274K - $299K
|
39.8K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 27.5% |
$760K - $829K
|
48.6K
$1.94M
|